Diversify Advisory Services’s CSX Corp CSX Stock Holding History

Diversify Advisory 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	$2.5M	Buy	+48,181	New	+$2.18M	0.04%	335
2026 Q1	–	Sell	-22,350	Closed	-$810K	–	346
2025 Q4	$810K	Buy	22,350 +570	+3%	+$20.4K	0.03%	450
2025 Q3	$780K	Sell	21,780 -6,749	-24%	-$230K	0.03%	432
2025 Q2	$1.02M	Sell	28,529 -81	-0.3%	-$2.44K	0.04%	322
2025 Q1	$803K	Buy	28,610 +4,506	+19%	+$143K	0.05%	261
2024 Q4	$766K	Buy	24,104 +273	+1%	+$9.36K	0.04%	279
2024 Q3	$807K	Sell	23,831 -826	-3%	-$28K	0.04%	290
2024 Q2	$801K	Sell	24,657 -4,923	-17%	-$167K	0.04%	288
2024 Q1	$1.09M	Buy	+29,580	New	+$1.08M	0.06%	238

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Diversify Advisory Services's CSX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in CSX Corp (CSX) in Q2 2026: 48,181 shares worth $2.5M. The stake represents 0.04% of the portfolio and ranks #335 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CSX as recently as Q4 2025.

Diversify Advisory Services first reported a position in CSX in Q1 2024 and has held it in 9 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Diversify Advisory Services held 48,181 shares of CSX Corp worth $2.5M as of Q2 2026.
CSX Corp was a new Diversify Advisory Services position in Q2 2026.
CSX Corp made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #335 holding.
Diversify Advisory Services first reported a position in CSX Corp in Q1 2024 and has held it in 9 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.