Dupree Financial Group’s CSX Corp CSX Stock Holding History

Dupree Financial Group’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 Q3	$860K	Hold	18,483	–	–	0.31%	48
2026 Q2	$878K	Hold	18,483	–	–	0.33%	48
2026 Q1	$759K	Hold	18,483	–	–	0.31%	45
2025 Q4	$670K	Hold	18,483	–	–	0.24%	49
2025 Q3	$656K	Hold	18,483	–	–	0.25%	42
2025 Q2	$603K	Hold	18,483	–	–	0.24%	48
2025 Q1	$544K	Hold	18,483	–	–	0.22%	48
2024 Q4	$596K	Hold	18,483	–	–	0.27%	42
2024 Q3	$638K	Hold	18,483	–	–	0.26%	46
2024 Q2	$618K	Sell	18,483 -156	-0.8%	-$5.3K	0.28%	39
2024 Q1	$691K	Hold	18,639	–	–	0.31%	33
2023 Q4	$646K	Buy	+18,639	New	+$594K	0.32%	30

Other funds holding CSX

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Dupree Financial Group's CSX Position: Q3 2026 in Review

Dupree Financial Group held its CSX Corp (CSX) position steady in Q3 2026 at 18,483 shares worth $860K. The position accounts for 0.31% of the portfolio, ranked #48.

Dupree Financial Group first reported a position in CSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $878K in Q2 2026. 72 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Dupree Financial Group held 18,483 shares of CSX Corp worth $860K as of Q3 2026.
Dupree Financial Group left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.31% of Dupree Financial Group's portfolio in Q3 2026, its #48 holding.
Dupree Financial Group first reported a position in CSX Corp in Q4 2023 and has held it in 12 quarters since.
Dupree Financial Group's CSX Corp position peaked at $878K in Q2 2026.
72 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.