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CoreCap Advisors’s CSX Corp CSX Stock Holding History

CoreCap 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
Q3 		$1.82M Buy
39,171
+745
+2% +$36.9K 0.05% 267
2026
Q2 		$1.83M Sell
38,426
-65
-0.2% -$2.94K 0.05% 265
2026
Q1 		$1.58M Buy
38,491
+8,668
+29% +$340K 0.05% 272
2025
Q4 		$1.08M Sell
29,823
-5,539
-16% -$198K 0.04% 348
2025
Q3 		$1.26M Sell
35,362
-2,402
-6% -$82K 0.05% 322
2025
Q2 		$1.23M Buy
37,764
+7,136
+23% +$215K 0.05% 308
2025
Q1 		$901K Buy
30,628
+3,631
+13% +$115K 0.04% 352
2024
Q4 		$871K Sell
26,997
-288
-1% -$9.88K 0.04% 350
2024
Q3 		$942K Buy
+27,285
New +$926K 0.04% 331
2024
Q2 		– Sell
-20,576
Closed -$763K – 1817
2024
Q1 		$763K Buy
20,576
+1,253
+6% +$45.7K 0.04% 334
2023
Q4 		$670K Sell
19,323
-34,484
-64% -$1.1M 0.04% 300
2023
Q3 		$1.65M Buy
53,807
+38,748
+257% +$1.23M 0.12% 167
2023
Q2 		$514K Buy
+15,059
New +$476K 0.04% 341
2022
Q4 		$458K Buy
14,797
+311
+2% +$9.35K 0.03% 371
2022
Q3 		$386K Sell
14,486
-1,752
-11% -$54.5K 0.03% 362
2022
Q2 		$472K Sell
16,238
-39,826
-71% -$1.3M 0.04% 333
2022
Q1 		$2.1M Buy
56,064
+31,071
+124% +$1.1M 0.15% 118
2021
Q4 		$940K Buy
+24,993
New +$881K 0.06% 242

Other funds holding CSX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CoreCap Advisors's CSX Position: Q3 2026 in Review

CoreCap Advisors increased its CSX Corp (CSX) stake by 1.9% in Q3 2026, buying an estimated $36.9K and bringing the position to 39,171 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #267.

CoreCap Advisors first reported a position in CSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.1M in Q1 2022. 68 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • CoreCap Advisors held 39,171 shares of CSX Corp worth $1.82M as of Q3 2026.
  • CoreCap Advisors bought 745 CSX Corp shares in Q3 2026, an estimated $36.9K.
  • CSX Corp made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #267 holding.
  • CoreCap Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's CSX Corp position peaked at $2.1M in Q1 2022.
  • 68 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.