CAPTRUST Financial Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.7M | Buy |
431,553
+8,241
| +2% | +$323K | 0.03% | 394 |
|
|
2025
Q4 | $15.3M | Buy |
423,312
+18,025
| +4% | +$645K | 0.03% | 397 |
|
|
2025
Q3 | $14.4M | Sell |
405,287
-541
| -0.1% | -$18.5K | 0.03% | 391 |
|
|
2025
Q2 | $13.2M | Buy |
405,828
+3,162
| +0.8% | +$95.2K | 0.03% | 396 |
|
|
2025
Q1 | $11.9M | Buy |
402,666
+26,840
| +7% | +$852K | 0.03% | 391 |
|
|
2024
Q4 | $12.1M | Sell |
375,826
-3,002
| -0.8% | -$103K | 0.03% | 331 |
|
|
2024
Q3 | $13.1M | Sell |
378,828
-6,097
| -2% | -$207K | 0.04% | 321 |
|
|
2024
Q2 | $12.9M | Buy |
384,925
+34,278
| +10% | +$1.16M | 0.04% | 304 |
|
|
2024
Q1 | $13M | Sell |
350,647
-61,770
| -15% | -$2.25M | 0.05% | 290 |
|
|
2023
Q4 | $14.3M | Buy |
412,417
+1,171
| +0.3% | +$37.3K | 0.05% | 297 |
|
|
2023
Q3 | $12.6M | Sell |
411,246
-5,633
| -1% | -$178K | 0.05% | 292 |
|
|
2023
Q2 | $14.2M | Buy |
416,879
+12,105
| +3% | +$383K | 0.06% | 252 |
|
|
2023
Q1 | $12.1M | Buy |
404,774
+14,859
| +4% | +$457K | 0.05% | 263 |
|
|
2022
Q4 | $12.1M | Buy |
389,915
+2,799
| +0.7% | +$84.2K | 0.06% | 254 |
|
|
2022
Q3 | $10.3M | Buy |
387,116
+55,790
| +17% | +$1.73M | 0.06% | 258 |
|
|
2022
Q2 | $9.63M | Buy |
331,326
+7,574
| +2% | +$247K | 0.06% | 253 |
|
|
2022
Q1 | $12.1M | Buy |
323,752
+49,877
| +18% | +$1.76M | 0.08% | 212 |
|
|
2021
Q4 | $10.3M | Buy |
273,875
+17,437
| +7% | +$615K | 0.07% | 231 |
|
|
2021
Q3 | $7.63M | Buy |
256,438
+46,304
| +22% | +$1.48M | 0.06% | 251 |
|
|
2021
Q2 | $6.74M | Buy |
210,134
+155
| +0.1% | +$5.11K | 0.06% | 258 |
|
|
2021
Q1 | $6.75M | Buy |
209,979
+26,157
| +14% | +$798K | 0.07% | 237 |
|
|
2020
Q4 | $5.56M | Buy |
183,822
+24,015
| +15% | +$690K | 0.07% | 229 |
|
|
2020
Q3 | $4.09M | Sell |
159,807
-40,281
| -20% | -$994K | 0.07% | 236 |
|
|
2020
Q2 | $4.55M | Buy |
200,088
+52,146
| +35% | +$1.15M | 0.08% | 236 |
|
|
2020
Q1 | $2.71M | Sell |
147,942
-22,533
| -13% | -$526K | 0.06% | 257 |
|
|
2019
Q4 | $4.16M | Buy |
170,475
+130,299
| +324% | +$3.08M | 0.07% | 256 |
|
|
2019
Q3 | $928K | Buy |
40,176
+12,081
| +43% | +$281K | 0.03% | 315 |
|
|
2019
Q2 | $725K | Sell |
28,095
-444
| -2% | -$11.4K | 0.03% | 338 |
|
|
2019
Q1 | $712K | Sell |
28,539
-1,161
| -4% | -$26.9K | 0.03% | 309 |
|
|
2018
Q4 | $615K | Sell |
29,700
-957
| -3% | -$22K | 0.03% | 278 |
|
|
2018
Q3 | $757K | Buy |
30,657
+7,680
| +33% | +$183K | 0.03% | 257 |
|
|
2018
Q2 | $488K | Buy |
22,977
+2,223
| +11% | +$45.8K | 0.03% | 261 |
|
|
2018
Q1 | $379K | Sell |
20,754
-2,358
| -10% | -$44.1K | 0.02% | 252 |
|
|
2017
Q4 | $424K | Buy |
+23,112
| New | +$409K | 0.03% | 242 |
|
Other funds holding CSX
VCM
VPM
CAPTRUST Financial Advisors's CSX Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its CSX Corp (CSX) stake by 1.9% in Q1 2026, buying an estimated $323K and bringing the position to 431,553 shares worth $17.7M. The position accounts for 0.03% of the portfolio, ranked #394.
CAPTRUST Financial Advisors first reported a position in CSX in Q4 2017 and has held it in 34 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- CAPTRUST Financial Advisors held 431,553 shares of CSX Corp worth $17.7M as of Q1 2026.
- CAPTRUST Financial Advisors bought 8,241 CSX Corp shares in Q1 2026, an estimated $323K.
- CSX Corp made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #394 holding.
- CAPTRUST Financial Advisors first reported a position in CSX Corp in Q4 2017 and has held it in 34 quarters since.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.