DFA
CSX icon

DHJJ Financial Advisors’s CSX Corp CSX Stock Holding History

DHJJ Financial 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
Q1 		$83.8K Hold
2,041
– – 0.03% 308
2025
Q4 		$74K Hold
2,041
– – 0.02% 320
2025
Q3 		$72.5K Hold
2,041
– – 0.02% 305
2025
Q2 		$66.6K Sell
2,041
-500
-20% -$15K 0.02% 304
2025
Q1 		$74.8K Hold
2,541
– – 0.03% 265
2024
Q4 		$82K Hold
2,541
– – 0.03% 245
2024
Q3 		$87.7K Hold
2,541
– – 0.03% 237
2024
Q2 		$85K Hold
2,541
– – 0.04% 220
2024
Q1 		$94.2K Hold
2,541
– – 0.04% 203
2023
Q4 		$88.1K Hold
2,541
– – 0.04% 206
2023
Q3 		$78.1K Buy
+2,541
New +$80.5K 0.04% 206

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DHJJ Financial Advisors's CSX Position: Q1 2026 in Review

DHJJ Financial Advisors held its CSX Corp (CSX) position steady in Q1 2026 at 2,041 shares worth $83.8K. The position accounts for 0.03% of the portfolio, ranked #308.

DHJJ Financial Advisors first reported a position in CSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $94.2K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • DHJJ Financial Advisors held 2,041 shares of CSX Corp worth $83.8K as of Q1 2026.
  • DHJJ Financial Advisors left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #308 holding.
  • DHJJ Financial Advisors first reported a position in CSX Corp in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's CSX Corp position peaked at $94.2K in Q1 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.