Evergreen Capital Management
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Evergreen Capital Management’s CSX Corp CSX Stock Holding History

Evergreen Capital Management’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 		$6.71M Buy
144,181
+201
+0.1% +$10K 0.12% 165
2026
Q2 		$6.84M Buy
143,980
+844
+0.6% +$38.1K 0.12% 163
2026
Q1 		$5.88M Sell
143,136
-12,532
-8% -$491K 0.13% 169
2025
Q4 		$5.64M Sell
155,668
-20,610
-12% -$738K 0.13% 170
2025
Q3 		$6.26M Buy
176,278
+167,491
+1,906% +$5.72M 0.15% 154
2025
Q2 		$287K Sell
8,787
-4,318
-33% -$130K 0.01% 833
2025
Q1 		$386K Buy
13,105
+866
+7% +$27.5K 0.01% 609
2024
Q4 		$395K Sell
12,239
-296
-2% -$10.2K 0.01% 600
2024
Q3 		$433K Buy
12,535
+205
+2% +$6.96K 0.01% 563
2024
Q2 		$412K Buy
12,330
+127
+1% +$4.31K 0.01% 526
2024
Q1 		$452K Buy
12,203
+597
+5% +$21.8K 0.02% 473
2023
Q4 		$402K Buy
11,606
+2,291
+25% +$73K 0.02% 479
2023
Q3 		$286K Sell
9,315
-549
-6% -$17.4K 0.01% 574
2023
Q2 		$336K Buy
9,864
+1,426
+17% +$45.1K 0.01% 516
2023
Q1 		$253K Buy
+8,438
New +$259K 0.01% 570
2022
Q2 		– Sell
-5,584
Closed -$209K – 596
2022
Q1 		$209K Buy
+5,584
New +$198K 0.01% 602
2020
Q1 		– Sell
-8,313
Closed -$201K – 410
2019
Q4 		$201K Buy
+8,313
New +$197K 0.02% 441
2019
Q3 		– Sell
-8,406
Closed -$217K – 433
2019
Q2 		$217K Hold
8,406
– – 0.02% 374
2019
Q1 		$210K Buy
+8,406
New +$195K 0.02% 354
2018
Q4 		– Sell
-8,940
Closed -$221K – 385
2018
Q3 		$221K Buy
+8,940
New +$213K 0.02% 341

Other funds holding CSX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Evergreen Capital Management's CSX Position: Q3 2026 in Review

Evergreen Capital Management increased its CSX Corp (CSX) stake by 0.14% in Q3 2026, buying an estimated $10K and bringing the position to 144,181 shares worth $6.71M. The position accounts for 0.12% of the portfolio, ranked #165.

Evergreen Capital Management first reported a position in CSX in Q3 2018 and has held it in 20 quarters since. The position peaked at $6.84M in Q2 2026. 559 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Evergreen Capital Management held 144,181 shares of CSX Corp worth $6.71M as of Q3 2026.
  • Evergreen Capital Management bought 201 CSX Corp shares in Q3 2026, an estimated $10K.
  • CSX Corp made up 0.12% of Evergreen Capital Management's portfolio in Q3 2026, its #165 holding.
  • Evergreen Capital Management first reported a position in CSX Corp in Q3 2018 and has held it in 20 quarters since.
  • Evergreen Capital Management's CSX Corp position peaked at $6.84M in Q2 2026.
  • 559 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.