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Dakota Wealth Management’s CSX Corp CSX Stock Holding History

Dakota Wealth Management’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 		$795K Buy
16,733
+19
+0.1% +$858 0.02% 478
2026
Q1 		$686K Buy
16,714
+4,678
+39% +$183K 0.01% 476
2025
Q4 		$436K Buy
12,036
+4,548
+61% +$163K 0.01% 579
2025
Q3 		$266K Buy
7,488
+707
+10% +$24.1K 0.01% 574
2025
Q2 		$221K Sell
6,781
-2,864
-30% -$86.2K ﹤0.01% 707
2025
Q1 		$284K Sell
9,645
-1,825
-16% -$58K 0.01% 634
2024
Q4 		$370K Sell
11,470
-308
-3% -$10.6K 0.01% 562
2024
Q3 		$407K Buy
11,778
+2,115
+22% +$71.8K 0.01% 537
2024
Q2 		$323K Buy
9,663
+93
+1% +$3.16K 0.01% 569
2024
Q1 		$355K Sell
9,570
-1,463
-13% -$53.4K 0.01% 549
2023
Q4 		$382K Buy
11,033
+1,070
+11% +$34.1K 0.01% 465
2023
Q3 		$306K Sell
9,963
-1,596
-14% -$50.6K 0.01% 484
2023
Q2 		$394K Buy
11,559
+2,929
+34% +$92.7K 0.02% 424
2023
Q1 		$258K Sell
8,630
-81
-0.9% -$2.49K 0.02% 502
2022
Q4 		$270K Buy
8,711
+21
+0.2% +$632 0.02% 465
2022
Q3 		$231K Sell
8,690
-955
-10% -$29.7K 0.02% 469
2022
Q2 		$280K Buy
9,645
+666
+7% +$21.7K 0.03% 384
2022
Q1 		$336K Buy
+8,979
New +$318K 0.03% 345

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

Dakota Wealth Management's CSX Position: Q2 2026 in Review

Dakota Wealth Management increased its CSX Corp (CSX) stake by 0.11% in Q2 2026, buying an estimated $858 and bringing the position to 16,733 shares worth $795K. The position accounts for 0.02% of the portfolio, ranked #478.

Dakota Wealth Management first reported a position in CSX in Q1 2022 and has held it in 18 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Dakota Wealth Management held 16,733 shares of CSX Corp worth $795K as of Q2 2026.
  • Dakota Wealth Management bought 19 CSX Corp shares in Q2 2026, an estimated $858.
  • CSX Corp made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Dakota Wealth Management first reported a position in CSX Corp in Q1 2022 and has held it in 18 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.