Evergreen Advisors’s CSX Corp CSX Stock Holding History

Evergreen 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	–	Sell	-99	Closed	-$4.08K	–	66
2026 Q1	$4.08K	Buy	+99	New	+$3.88K	﹤0.01%	136

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

Evergreen Advisors's CSX Position: Q2 2026 in Review

Evergreen Advisors sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 99 shares — an estimated $4.08K sold.

Evergreen Advisors first reported a position in CSX in Q1 2026 and held it in 1 quarter. The position peaked at $4.08K in Q1 2026. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Evergreen Advisors reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 99 CSX Corp shares in Q2 2026, an estimated $4.08K.
Evergreen Advisors first reported a position in CSX Corp in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's CSX Corp position peaked at $4.08K in Q1 2026.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.