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Burkett Financial Services’s CSX Corp CSX Stock Holding History

Burkett Financial Services’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,022
Closed -$48.6K – 378
2026
Q2 		$48.6K Buy
1,022
+3
+0.3% +$135 0.02% 102
2026
Q1 		$41.8K Buy
1,019
+4
+0.4% +$157 0.01% 114
2025
Q4 		$36.8K Buy
1,015
+3
+0.3% +$107 0.01% 115
2025
Q3 		$35.9K Buy
1,012
+4
+0.4% +$137 0.01% 113
2025
Q2 		$32.9K Buy
1,008
+4
+0.4% +$120 0.01% 108
2025
Q1 		$29.5K Buy
1,004
+4
+0.4% +$127 0.01% 116
2024
Q4 		$32.3K Buy
1,000
+4
+0.4% +$137 0.01% 106
2024
Q3 		$34.4K Buy
996
+4
+0.4% +$136 0.01% 97
2024
Q2 		$33.2K Buy
992
+3
+0.3% +$102 0.02% 96
2024
Q1 		$36.7K Buy
989
+3
+0.3% +$109 0.02% 95
2023
Q4 		$34.2K Buy
+986
New +$31.4K 0.02% 96

Other funds holding CSX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Burkett Financial Services's CSX Position: Q3 2026 in Review

Burkett Financial Services sold out of CSX Corp (CSX) in Q3 2026, closing a stake of 1,022 shares — an estimated $48.6K sold.

Burkett Financial Services first reported a position in CSX in Q4 2023 and held it in 11 quarters. The position peaked at $48.6K in Q2 2026. 77 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Burkett Financial Services reported no remaining CSX Corp position as of Q3 2026 after selling out during the quarter.
  • Burkett Financial Services sold 1,022 CSX Corp shares in Q3 2026, an estimated $48.6K.
  • Burkett Financial Services first reported a position in CSX Corp in Q4 2023 and held it in 11 quarters.
  • Burkett Financial Services's CSX Corp position peaked at $48.6K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.