Everhart Financial Group
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Everhart Financial Group’s CSX Corp CSX Stock Holding History

Everhart 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 		$1.9M Buy
40,815
+1,003
+3% +$49.7K 0.12% 84
2026
Q2 		$1.89M Buy
39,812
+653
+2% +$29.5K 0.12% 86
2026
Q1 		$1.61M Buy
39,159
+3,984
+11% +$156K 0.14% 100
2025
Q4 		$1.28M Buy
35,175
+2,039
+6% +$73K 0.12% 117
2025
Q3 		$1.18M Buy
33,136
+3,304
+11% +$113K 0.12% 118
2025
Q2 		$973K Sell
29,832
-3,480
-10% -$105K 0.11% 122
2025
Q1 		$980K Buy
33,312
+1,537
+5% +$48.8K 0.13% 110
2024
Q4 		$1.03M Sell
31,775
-1,534
-5% -$52.6K 0.21% 97
2024
Q3 		$1.15M Buy
33,309
+1,387
+4% +$47.1K 0.25% 82
2024
Q2 		$1.07M Buy
31,922
+1,928
+6% +$65.5K 0.28% 70
2024
Q1 		$1.11M Buy
29,994
+1,972
+7% +$72K 0.32% 61
2023
Q4 		$972K Sell
28,022
-99
-0.4% -$3.15K 0.34% 60
2023
Q3 		$865K Buy
28,121
+1,666
+6% +$52.8K 0.37% 57
2023
Q2 		$902K Buy
26,455
+928
+4% +$29.4K 0.37% 59
2023
Q1 		$764K Sell
25,527
-348
-1% -$10.7K 0.34% 59
2022
Q4 		$802K Sell
25,875
-1,998
-7% -$60.1K 0.4% 52
2022
Q3 		$743K Buy
27,873
+5,467
+24% +$170K 0.41% 45
2022
Q2 		$651K Sell
22,406
-1,345
-6% -$43.8K 0.4% 52
2022
Q1 		$889K Buy
23,751
+2,226
+10% +$78.7K 0.51% 40
2021
Q4 		$809K Buy
21,525
+1,071
+5% +$37.8K 0.49% 42
2021
Q3 		$608K Buy
20,454
+72
+0.4% +$2.3K 0.42% 48
2021
Q2 		$654K Sell
20,382
-183
-0.9% -$6.04K 0.45% 47
2021
Q1 		$661K Sell
20,565
-351
-2% -$10.7K 0.58% 38
2020
Q4 		$633K Buy
+20,916
New +$601K 0.58% 37

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Everhart Financial Group increased its CSX Corp (CSX) stake by 2.5% in Q3 2026, buying an estimated $49.7K and bringing the position to 40,815 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #84.

Everhart Financial Group first reported a position in CSX in Q4 2020 and has held it in 24 quarters since. 1,242 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Everhart Financial Group held 40,815 shares of CSX Corp worth $1.9M as of Q3 2026.
  • Everhart Financial Group bought 1,003 CSX Corp shares in Q3 2026, an estimated $49.7K.
  • CSX Corp made up 0.12% of Everhart Financial Group's portfolio in Q3 2026, its #84 holding.
  • Everhart Financial Group first reported a position in CSX Corp in Q4 2020 and has held it in 24 quarters since.
  • 1,242 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.