Cooper Financial Group’s CSX Corp CSX Stock Holding History

Cooper Financial Group’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	$335K	Sell	7,047 -387	-5%	-$17.5K	0.03%	323
2026 Q1	$305K	Buy	7,434 +455	+7%	+$17.8K	0.03%	325
2025 Q4	$253K	Buy	+6,979	New	+$250K	0.03%	329
2025 Q2	–	Sell	-10,560	Closed	-$311K	–	382
2025 Q1	$311K	Buy	10,560 +261	+3%	+$8.29K	0.04%	303
2024 Q4	$332K	Buy	10,299 +522	+5%	+$17.9K	0.04%	293
2024 Q3	$338K	Buy	9,777 +58	+0.6%	+$1.97K	0.04%	298
2024 Q2	$325K	Buy	+9,719	New	+$330K	0.05%	287

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Cooper Financial Group's CSX Position: Q2 2026 in Review

Cooper Financial Group reduced its CSX Corp (CSX) stake by 5.2% in Q2 2026, selling an estimated $17.5K and leaving 7,047 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #323.

Cooper Financial Group first reported a position in CSX in Q2 2024 and has held it in 7 quarters since. The position peaked at $338K in Q3 2024. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Cooper Financial Group held 7,047 shares of CSX Corp worth $335K as of Q2 2026.
Cooper Financial Group sold 387 CSX Corp shares in Q2 2026, an estimated $17.5K.
CSX Corp made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #323 holding.
Cooper Financial Group first reported a position in CSX Corp in Q2 2024 and has held it in 7 quarters since.
Cooper Financial Group's CSX Corp position peaked at $338K in Q3 2024.
432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.