Cascade Financial Partners’s CSX Corp CSX Stock Holding History

Cascade Financial Partners’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	$1.19M	Sell	25,018 -1,256	-5%	-$56.7K	0.1%	113
2026 Q1	$1.08M	Sell	26,274 -1,271	-5%	-$49.8K	0.11%	114
2025 Q4	$999K	Sell	27,545 -2,250	-8%	-$80.5K	0.1%	118
2025 Q3	$1.06M	Buy	29,795 +165	+0.6%	+$5.63K	0.12%	111
2025 Q2	$967K	Hold	29,630	–	–	0.12%	111
2025 Q1	$872K	Sell	29,630 -1,780	-6%	-$56.5K	0.11%	111
2024 Q4	$1.01M	Sell	31,410 -3,000	-9%	-$103K	0.13%	99
2024 Q3	$1.16M	Hold	34,410	–	–	0.15%	93
2024 Q2	$1.15M	Hold	34,410	–	–	0.15%	89
2024 Q1	$1.22M	Buy	+34,410	New	+$1.26M	0.18%	85

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

Cascade Financial Partners's CSX Position: Q2 2026 in Review

Cascade Financial Partners reduced its CSX Corp (CSX) stake by 4.8% in Q2 2026, selling an estimated $56.7K and leaving 25,018 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #113.

Cascade Financial Partners first reported a position in CSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Cascade Financial Partners held 25,018 shares of CSX Corp worth $1.19M as of Q2 2026.
Cascade Financial Partners sold 1,256 CSX Corp shares in Q2 2026, an estimated $56.7K.
CSX Corp made up 0.1% of Cascade Financial Partners's portfolio in Q2 2026, its #113 holding.
Cascade Financial Partners first reported a position in CSX Corp in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's CSX Corp position peaked at $1.22M in Q1 2024.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.