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Cyndeo Wealth Partners’s CSX Corp CSX Stock Holding History

Cyndeo Wealth Partners’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 		$616K Buy
12,950
+63
+0.5% +$2.85K 0.03% 319
2026
Q1 		$529K Buy
12,887
+119
+0.9% +$4.66K 0.03% 314
2025
Q4 		$463K Hold
12,768
– – 0.03% 329
2025
Q3 		$453K Hold
12,768
– – 0.03% 321
2025
Q2 		$417K Buy
12,768
+30
+0.2% +$903 0.02% 325
2025
Q1 		$375K Buy
12,738
+10
+0.1% +$318 0.02% 331
2024
Q4 		$411K Sell
12,728
-7
-0.1% -$240 0.03% 324
2024
Q3 		$440K Buy
12,735
+485
+4% +$16.5K 0.03% 315
2024
Q2 		$410K Buy
12,250
+2,408
+24% +$81.8K 0.03% 297
2024
Q1 		$365K Buy
9,842
+23
+0.2% +$839 0.03% 300
2023
Q4 		$340K Sell
9,819
-20
-0.2% -$637 0.03% 292
2023
Q3 		$303K Buy
9,839
+7
+0.1% +$222 0.03% 272
2023
Q2 		$335K Buy
9,832
+13
+0.1% +$411 0.04% 254
2023
Q1 		$294K Hold
9,819
– – 0.03% 263
2022
Q4 		$304K Buy
+9,819
New +$295K 0.04% 260

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cyndeo Wealth Partners's CSX Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its CSX Corp (CSX) stake by 0.49% in Q2 2026, buying an estimated $2.85K and bringing the position to 12,950 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #319.

Cyndeo Wealth Partners first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Cyndeo Wealth Partners held 12,950 shares of CSX Corp worth $616K as of Q2 2026.
  • Cyndeo Wealth Partners bought 63 CSX Corp shares in Q2 2026, an estimated $2.85K.
  • CSX Corp made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #319 holding.
  • Cyndeo Wealth Partners first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.