DIA
CSX icon

Dana Investment Advisors’s CSX Corp CSX Stock Holding History

Dana Investment Advisors’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 		$5.62M Sell
118,162
-25,552
-18% -$1.15M 0.15% 177
2026
Q1 		$5.9M Buy
143,714
+52,577
+58% +$2.06M 0.18% 150
2025
Q4 		$3.3M Buy
91,137
+85,036
+1,394% +$3.04M 0.1% 225
2025
Q3 		$217K Buy
+6,101
New +$208K 0.01% 541
2024
Q2 		– Sell
-231,342
Closed -$8.58M – 523
2024
Q1 		$8.58M Sell
231,342
-45,529
-16% -$1.66M 0.29% 100
2023
Q4 		$9.6M Sell
276,871
-45,352
-14% -$1.44M 0.46% 67
2023
Q3 		$9.91M Sell
322,223
-3,578
-1% -$113K 0.51% 64
2023
Q2 		$11.1M Sell
325,801
-15,662
-5% -$495K 0.55% 63
2023
Q1 		$10.2M Buy
+341,463
New +$10.5M 0.52% 63
2019
Q3 		– Sell
-17,733
Closed -$457K – 266
2019
Q2 		$457K Sell
17,733
-53,169
-75% -$1.37M 0.02% 219
2019
Q1 		$1.77M Buy
70,902
+10,305
+17% +$239K 0.08% 176
2018
Q4 		$1.25M Sell
60,597
-19,152
-24% -$441K 0.06% 192
2018
Q3 		$1.97M Sell
79,749
-582
-0.7% -$13.9K 0.08% 181
2018
Q2 		$1.71M Sell
80,331
-7,665
-9% -$158K 0.07% 196
2018
Q1 		$1.63M Sell
87,996
-215,046
-71% -$4.02M 0.07% 192
2017
Q4 		$5.56M Sell
303,042
-33,957
-10% -$601K 0.24% 89
2017
Q3 		$6.09M Sell
336,999
-3,837
-1% -$65.9K 0.28% 84
2017
Q2 		$6.2M Buy
340,836
+162,180
+91% +$2.78M 0.29% 87
2017
Q1 		$2.77M Sell
178,656
-190,284
-52% -$2.9M 0.13% 126
2016
Q4 		$4.42M Buy
+368,940
New +$4.14M 0.21% 108

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

Dana Investment Advisors's CSX Position: Q2 2026 in Review

Dana Investment Advisors reduced its CSX Corp (CSX) stake by 18% in Q2 2026, selling an estimated $1.15M and leaving 118,162 shares worth $5.62M. The position accounts for 0.15% of the portfolio, ranked #177.

Dana Investment Advisors first reported a position in CSX in Q4 2016 and has held it in 20 quarters since. The position peaked at $11.1M in Q2 2023. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Dana Investment Advisors held 118,162 shares of CSX Corp worth $5.62M as of Q2 2026.
  • Dana Investment Advisors sold 25,552 CSX Corp shares in Q2 2026, an estimated $1.15M.
  • CSX Corp made up 0.15% of Dana Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • Dana Investment Advisors first reported a position in CSX Corp in Q4 2016 and has held it in 20 quarters since.
  • Dana Investment Advisors's CSX Corp position peaked at $11.1M in Q2 2023.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.