Capstone Financial Advisors’s CSX Corp CSX Stock Holding History

Capstone Financial Advisors’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	$366K	Buy	7,706 +92	+1%	+$4.15K	0.02%	127
2026 Q1	$313K	Hold	7,614	–	–	0.02%	134
2025 Q4	$276K	Hold	7,614	–	–	0.01%	141
2025 Q3	$270K	Hold	7,614	–	–	0.01%	145
2025 Q2	$248K	Hold	7,614	–	–	0.01%	137
2025 Q1	$224K	Hold	7,614	–	–	0.01%	134
2024 Q4	$246K	Hold	7,614	–	–	0.02%	128
2024 Q3	$263K	Buy	7,614 +21	+0.3%	+$713	0.02%	124
2024 Q2	$254K	Hold	7,593	–	–	0.02%	126
2024 Q1	$281K	Hold	7,593	–	–	0.02%	116
2023 Q4	$263K	Sell	7,593 -346	-4%	-$11K	0.02%	114
2023 Q3	$244K	Buy	7,939 +346	+5%	+$11K	0.02%	110
2023 Q2	$259K	Buy	+7,593	New	+$240K	0.02%	108

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capstone Financial Advisors's CSX Position: Q2 2026 in Review

Capstone Financial Advisors increased its CSX Corp (CSX) stake by 1.2% in Q2 2026, buying an estimated $4.15K and bringing the position to 7,706 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #127.

Capstone Financial Advisors first reported a position in CSX in Q2 2023 and has held it in 13 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Capstone Financial Advisors held 7,706 shares of CSX Corp worth $366K as of Q2 2026.
Capstone Financial Advisors bought 92 CSX Corp shares in Q2 2026, an estimated $4.15K.
CSX Corp made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #127 holding.
Capstone Financial Advisors first reported a position in CSX Corp in Q2 2023 and has held it in 13 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.