COMPASS FINANCIAL MANAGEMENT LLC’s CSX Corp CSX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$75K	Buy	+1,526	New	+$68.9K	0.01%	610

Other funds holding CSX

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CSX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in CSX Corp (CSX) in Q2 2026: 1,526 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings.

1,624 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,526 shares of CSX Corp worth $75K as of Q2 2026.
CSX Corp was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
CSX Corp made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #610 holding.
1,624 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.