CLA (CliftonLarsonAllen) Wealth Advisors’s CSX Corp CSX Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$655K	Buy	+13,780	New	+$622K	0.01%	221

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

CLA (CliftonLarsonAllen) Wealth Advisors's CSX Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in CSX Corp (CSX) in Q2 2026: 13,780 shares worth $655K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings.

1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 13,780 shares of CSX Corp worth $655K as of Q2 2026.
CSX Corp was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
CSX Corp made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #221 holding.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.