Cornerstone Planning Group
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Cornerstone Planning Group’s CSX Corp CSX Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-2,231
Closed -$111K – 507
2026
Q2 		$111K Sell
2,231
-120
-5% -$5.42K 0.01% 232
2026
Q1 		$106K Buy
2,351
+217
+10% +$8.5K 0.01% 239
2025
Q4 		$79.8K Sell
2,134
-336
-14% -$12K 0.01% 247
2025
Q3 		$88K Buy
2,470
+959
+63% +$32.7K 0.01% 226
2025
Q2 		$53.9K Buy
1,511
+97
+7% +$2.92K 0.01% 228
2025
Q1 		$39K Buy
1,414
+444
+46% +$14.1K 0.01% 282
2024
Q4 		$32.6K Buy
970
+134
+16% +$4.6K 0.01% 239
2024
Q3 		$27.8K Sell
836
-64
-7% -$2.17K 0.01% 255
2024
Q2 		$29.7K Sell
900
-50
-5% -$1.7K 0.01% 265
2024
Q1 		$32.2K Sell
950
-35
-4% -$1.28K 0.01% 227
2023
Q4 		$34.2K Sell
985
-3
-0.3% -$96 0.01% 236
2023
Q3 		$30.4K Sell
988
-203
-17% -$6.43K 0.01% 250
2023
Q2 		$40.6K Buy
+1,191
New +$37.7K 0.02% 276
2022
Q4 		$5.33K Buy
+169
New +$5.08K ﹤0.01% 863

Other funds holding CSX

UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cornerstone Planning Group's CSX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of CSX Corp (CSX) in Q3 2026, closing a stake of 2,231 shares — an estimated $111K sold.

Cornerstone Planning Group first reported a position in CSX in Q4 2022 and held it in 14 quarters. The position peaked at $111K in Q2 2026. 614 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining CSX Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2,231 CSX Corp shares in Q3 2026, an estimated $111K.
  • Cornerstone Planning Group first reported a position in CSX Corp in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's CSX Corp position peaked at $111K in Q2 2026.
  • 614 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.