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Cypress Wealth Services’s CSX Corp CSX Stock Holding History

Cypress Wealth Services’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 		$240K Sell
5,045
-69
-1% -$3.12K 0.03% 382
2026
Q1 		$210K Buy
+5,114
New +$200K 0.03% 373

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

Cypress Wealth Services's CSX Position: Q2 2026 in Review

Cypress Wealth Services reduced its CSX Corp (CSX) stake by 1.3% in Q2 2026, selling an estimated $3.12K and leaving 5,045 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #382.

Cypress Wealth Services first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Cypress Wealth Services held 5,045 shares of CSX Corp worth $240K as of Q2 2026.
  • Cypress Wealth Services sold 69 CSX Corp shares in Q2 2026, an estimated $3.12K.
  • CSX Corp made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #382 holding.
  • Cypress Wealth Services first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.