Commonwealth Financial Services’s CSX Corp CSX Stock Holding History

Commonwealth Financial Services’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 Q3	$1.08M	Sell	23,270 -1,108	-5%	-$54.9K	0.19%	85
2026 Q2	$1.16M	Sell	24,378 -4,054	-14%	-$183K	0.16%	96
2026 Q1	$1.17M	Buy	28,432 +1,441	+5%	+$56.5K	0.18%	75
2025 Q4	$978K	Buy	26,991 +98	+0.4%	+$3.51K	0.16%	80
2025 Q3	$955K	Buy	26,893 +745	+3%	+$25.4K	0.16%	76
2025 Q2	$853K	Buy	26,148 +147	+0.6%	+$4.42K	0.16%	78
2025 Q1	$765K	Sell	26,001 -606	-2%	-$19.2K	0.16%	86
2024 Q4	$859K	Buy	26,607 +702	+3%	+$24.1K	0.17%	72
2024 Q3	$894K	Buy	25,905 +45	+0.2%	+$1.53K	0.18%	72
2024 Q2	$863K	Sell	25,860 -1,833	-7%	-$62.3K	0.18%	71
2024 Q1	$960K	Hold	27,693	–	–	0.23%	59
2023 Q4	$960K	Buy	27,693 +32	+0.1%	+$1.02K	0.23%	58
2023 Q3	$851K	Buy	+27,661	New	+$876K	0.25%	68
2017 Q1	$220K	Hold	14,007	–	–	0.24%	50
2016 Q4	$207K	Hold	14,007	–	–	0.2%	52
2016 Q3	$142K	Hold	14,007	–	–	0.13%	61
2016 Q2	$122K	Hold	14,007	–	–	0.14%	62
2016 Q1	$120K	Buy	14,007 +12,009	+601%	+$97.4K	0.18%	54
2015 Q4	$17K	Hold	1,998	–	–	0.06%	123
2015 Q3	$18K	Hold	1,998	–	–	0.02%	122
2015 Q2	$22K	Hold	1,998	–	–	0.02%	127
2015 Q1	$22K	Hold	1,998	–	–	0.02%	131
2014 Q4	$24K	Buy	+1,998	New	+$23.4K	0.02%	114

Other funds holding CSX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Commonwealth Financial Services's CSX Position: Q3 2026 in Review

Commonwealth Financial Services reduced its CSX Corp (CSX) stake by 4.5% in Q3 2026, selling an estimated $54.9K and leaving 23,270 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #85.

Commonwealth Financial Services first reported a position in CSX in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.17M in Q1 2026. 559 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Commonwealth Financial Services held 23,270 shares of CSX Corp worth $1.08M as of Q3 2026.
Commonwealth Financial Services sold 1,108 CSX Corp shares in Q3 2026, an estimated $54.9K.
CSX Corp made up 0.19% of Commonwealth Financial Services's portfolio in Q3 2026, its #85 holding.
Commonwealth Financial Services first reported a position in CSX Corp in Q4 2014 and has held it in 23 quarters since.
Commonwealth Financial Services's CSX Corp position peaked at $1.17M in Q1 2026.
559 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.