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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
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% +$2.31K 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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Everhart Financial Group's CSX Position: Q2 2026 in Review

Everhart Financial Group increased its CSX Corp (CSX) stake by 1.7% in Q2 2026, buying an estimated $29.5K and bringing the position to 39,812 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #86.

Everhart Financial Group first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. 321 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Everhart Financial Group held 39,812 shares of CSX Corp worth $1.89M as of Q2 2026.
  • Everhart Financial Group bought 653 CSX Corp shares in Q2 2026, an estimated $29.5K.
  • CSX Corp made up 0.12% of Everhart Financial Group's portfolio in Q2 2026, its #86 holding.
  • Everhart Financial Group first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
  • 321 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.