Ellevest Inc
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Ellevest Inc’s CSX Corp CSX Stock Holding History

Ellevest Inc’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 		$231K Buy
+5,061
New +$251K 0.03% 402
2023
Q2 		– Sell
-2,255
Closed -$67.5K – 640
2023
Q1 		$67.5K Buy
2,255
+924
+69% +$28.4K 0.01% 529
2022
Q4 		$41.2K Sell
1,331
-553
-29% -$16.6K ﹤0.01% 661
2022
Q3 		$50K Buy
1,884
+914
+94% +$28.4K ﹤0.01% 580
2022
Q2 		$28K Sell
970
-1,647
-63% -$53.7K ﹤0.01% 695
2022
Q1 		$98K Buy
2,617
+1,821
+229% +$64.4K 0.01% 408
2021
Q4 		$30K Sell
796
-131
-14% -$4.62K ﹤0.01% 631
2021
Q3 		$28K Buy
+927
New +$29.7K ﹤0.01% 596
2021
Q2 		– Sell
-96
Closed -$3.17K – 1291
2021
Q1 		$3K Sell
96
-669
-87% -$20.4K ﹤0.01% 984
2020
Q4 		$23K Buy
+765
New +$22K ﹤0.01% 601
2020
Q3 		– Sell
-33
Closed -$814 – 1162
2020
Q2 		$1K Sell
33
-3,528
-99% -$78K ﹤0.01% 975
2020
Q1 		$68K Buy
3,561
+399
+13% +$9.32K 0.02% 183
2019
Q4 		$76K Hold
3,162
– – 0.02% 129
2019
Q3 		$73K Buy
3,162
+33
+1% +$768 0.03% 101
2019
Q2 		$81K Buy
+3,129
New +$80.6K 0.03% 86

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ellevest Inc's CSX Position: Q3 2026 in Review

Ellevest Inc opened a new position in CSX Corp (CSX) in Q3 2026: 5,061 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #402 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in CSX as recently as Q1 2023.

Ellevest Inc first reported a position in CSX in Q2 2019 and has held it in 15 quarters since. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Ellevest Inc held 5,061 shares of CSX Corp worth $231K as of Q3 2026.
  • CSX Corp was a new Ellevest Inc position in Q3 2026.
  • CSX Corp made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #402 holding.
  • Ellevest Inc first reported a position in CSX Corp in Q2 2019 and has held it in 15 quarters since.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.