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Compass Financial Management’s CSX Corp CSX Stock Holding History

Compass Financial Management’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's CSX Position: Q2 2026 in Review

Compass Financial Management 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.

1,896 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Compass Financial Management held 1,526 shares of CSX Corp worth $75K as of Q2 2026.
  • CSX Corp was a new Compass Financial Management position in Q2 2026.
  • CSX Corp made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #610 holding.
  • 1,896 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.