Compass Financial Group (South Dakota)’s CSX Corp CSX Stock Holding History

Compass Financial Group (South Dakota)’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	$402K	Hold	8,457	–	–	0.05%	73
2026 Q1	$347K	Hold	8,457	–	–	0.05%	75
2025 Q4	$307K	Sell	8,457 -181	-2%	-$6.48K	0.04%	78
2025 Q3	$307K	Hold	8,638	–	–	0.05%	77
2025 Q2	$282K	Sell	8,638 -3,473	-29%	-$105K	0.05%	78
2025 Q1	$356K	Buy	12,111 +181	+2%	+$5.75K	0.07%	66
2024 Q4	$385K	Hold	11,930	–	–	0.07%	61
2024 Q3	$412K	Hold	11,930	–	–	0.08%	60
2024 Q2	$399K	Buy	11,930 +4,284	+56%	+$145K	0.09%	58
2024 Q1	$283K	Hold	7,646	–	–	0.07%	74
2023 Q4	$265K	Buy	7,646 +1	+0%	+$32	0.07%	75
2023 Q3	$235K	Sell	7,645 -1	-0%	-$32	0.07%	81
2023 Q2	$261K	Hold	7,646	–	–	0.08%	79
2023 Q1	$229K	Buy	7,646 +46	+0.6%	+$1.41K	0.07%	86
2022 Q4	$235K	Buy	+7,600	New	+$229K	0.08%	81

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Compass Financial Group (South Dakota)'s CSX Position: Q2 2026 in Review

Compass Financial Group (South Dakota) held its CSX Corp (CSX) position steady in Q2 2026 at 8,457 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #73.

Compass Financial Group (South Dakota) first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $412K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Compass Financial Group (South Dakota) held 8,457 shares of CSX Corp worth $402K as of Q2 2026.
Compass Financial Group (South Dakota) left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.05% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #73 holding.
Compass Financial Group (South Dakota) first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
Compass Financial Group (South Dakota)'s CSX Corp position peaked at $412K in Q3 2024.
1,236 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.