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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Burkett Financial Services's CSX Position: Q2 2026 in Review

Burkett Financial Services increased its CSX Corp (CSX) stake by 0.29% in Q2 2026, buying an estimated $135 and bringing the position to 1,022 shares worth $48.6K. The position accounts for 0.02% of the portfolio, ranked #102.

Burkett Financial Services first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Burkett Financial Services held 1,022 shares of CSX Corp worth $48.6K as of Q2 2026.
  • Burkett Financial Services bought 3 CSX Corp shares in Q2 2026, an estimated $135.
  • CSX Corp made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #102 holding.
  • Burkett Financial Services first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
  • 325 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.