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Compass Planning Associates’s CSX Corp CSX Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-274
Closed -$8.93K – 48
2025
Q2 		$8.93K Hold
274
– – 0.01% 96
2025
Q1 		$8.06K Hold
274
– – 0.01% 100
2024
Q4 		$8.84K Buy
+274
New +$9.4K 0.01% 101

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Compass Planning Associates's CSX Position: Q3 2025 in Review

Compass Planning Associates sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 274 shares — an estimated $8.93K sold.

Compass Planning Associates first reported a position in CSX in Q4 2024 and held it in 3 quarters. The position peaked at $8.93K in Q2 2025. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • Compass Planning Associates reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 274 CSX Corp shares in Q3 2025, an estimated $8.93K.
  • Compass Planning Associates first reported a position in CSX Corp in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's CSX Corp position peaked at $8.93K in Q2 2025.
  • 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.