Compass Financial Services’s CSX Corp CSX Stock Holding History

Compass 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 Q1	–	Sell	-600	Closed	-$21.8K	–	95
2025 Q4	$21.8K	Hold	600	–	–	0.01%	150
2025 Q3	$21.3K	Buy	+600	New	+$20.5K	0.01%	158

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Compass Financial Services's CSX Position: Q1 2026 in Review

Compass Financial Services sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 600 shares — an estimated $21.8K sold.

Compass Financial Services first reported a position in CSX in Q3 2025 and held it in 2 quarters. The position peaked at $21.8K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Compass Financial Services reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 600 CSX Corp shares in Q1 2026, an estimated $21.8K.
Compass Financial Services first reported a position in CSX Corp in Q3 2025 and held it in 2 quarters.
Compass Financial Services's CSX Corp position peaked at $21.8K in Q4 2025.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.