Concurrent Investment Advisors’s CSX Corp CSX Stock Holding History

Concurrent Investment Advisors’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	$2.69M	Buy	56,642 +7,550	+15%	+$341K	0.02%	622
2026 Q1	$2.02M	Buy	49,092 +1,664	+4%	+$65.2K	0.02%	614
2025 Q4	$1.72M	Buy	47,428 +16,462	+53%	+$589K	0.02%	623
2025 Q3	$1.1M	Sell	30,966 -22,907	-43%	-$782K	0.02%	625
2025 Q2	$1.76M	Buy	53,873 +698	+1%	+$21K	0.03%	461
2025 Q1	$1.56M	Buy	53,175 +9,094	+21%	+$289K	0.04%	420
2024 Q4	$1.42M	Buy	44,081 +3,314	+8%	+$114K	0.04%	406
2024 Q3	$1.41M	Buy	40,767 +408	+1%	+$13.8K	0.04%	390
2024 Q2	$1.35M	Buy	40,359 +12,776	+46%	+$434K	0.04%	366
2024 Q1	$1.02M	Buy	27,583 +1,651	+6%	+$60.3K	0.04%	367
2023 Q4	$899K	Buy	+25,932	New	+$826K	0.04%	353

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Concurrent Investment Advisors's CSX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its CSX Corp (CSX) stake by 15% in Q2 2026, buying an estimated $341K and bringing the position to 56,642 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #622.

Concurrent Investment Advisors first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Concurrent Investment Advisors held 56,642 shares of CSX Corp worth $2.69M as of Q2 2026.
Concurrent Investment Advisors bought 7,550 CSX Corp shares in Q2 2026, an estimated $341K.
CSX Corp made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #622 holding.
Concurrent Investment Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
683 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.