DBRC
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D.B. Root & Company’s CSX Corp CSX Stock Holding History

D.B. Root & Company’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 		$899K Sell
18,917
-3,260
-15% -$147K 0.19% 77
2026
Q1 		$910K Sell
22,177
-2,175
-9% -$85.2K 0.22% 70
2025
Q4 		$883K Sell
24,352
-8,268
-25% -$296K 0.22% 67
2025
Q3 		$1.16M Sell
32,620
-9,441
-22% -$322K 0.29% 56
2025
Q2 		$1.37M Sell
42,061
-119
-0.3% -$3.58K 0.41% 42
2025
Q1 		$1.24M Sell
42,180
-9,342
-18% -$297K 0.4% 43
2024
Q4 		$1.66M Buy
51,522
+1,780
+4% +$61K 0.53% 33
2024
Q3 		$1.72M Buy
49,742
+4,369
+10% +$148K 0.57% 30
2024
Q2 		$1.52M Buy
45,373
+4,535
+11% +$154K 0.52% 32
2024
Q1 		$1.51M Buy
40,838
+1,310
+3% +$47.8K 0.51% 45
2023
Q4 		$1.37M Buy
39,528
+13,599
+52% +$433K 0.5% 47
2023
Q3 		$797K Buy
25,929
+794
+3% +$25.2K 0.31% 86
2023
Q2 		$857K Buy
25,135
+629
+3% +$19.9K 0.32% 85
2023
Q1 		$734K Buy
+24,506
New +$753K 0.29% 91

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

D.B. Root & Company's CSX Position: Q2 2026 in Review

D.B. Root & Company reduced its CSX Corp (CSX) stake by 15% in Q2 2026, selling an estimated $147K and leaving 18,917 shares worth $899K. The position accounts for 0.19% of the portfolio, ranked #77.

D.B. Root & Company first reported a position in CSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.72M in Q3 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • D.B. Root & Company held 18,917 shares of CSX Corp worth $899K as of Q2 2026.
  • D.B. Root & Company sold 3,260 CSX Corp shares in Q2 2026, an estimated $147K.
  • CSX Corp made up 0.19% of D.B. Root & Company's portfolio in Q2 2026, its #77 holding.
  • D.B. Root & Company first reported a position in CSX Corp in Q1 2023 and has held it in 14 quarters since.
  • D.B. Root & Company's CSX Corp position peaked at $1.72M in Q3 2024.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.