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Fiduciary Alliance’s CSX Corp CSX Stock Holding History

Fiduciary Alliance’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 		$222K Buy
+4,681
New +$211K 0.02% 502
2023
Q3 		– Sell
-1,500
Closed -$51.1K – 322
2023
Q2 		$51.1K Buy
+1,500
New +$47.4K 0.01% 316
2023
Q1 		– Sell
-152
Closed -$4.72K – 297
2022
Q4 		$4.72K Buy
+152
New +$4.57K ﹤0.01% 544

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fiduciary Alliance's CSX Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in CSX Corp (CSX) in Q2 2026: 4,681 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #502 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in CSX as recently as Q2 2023.

Fiduciary Alliance first reported a position in CSX in Q4 2022 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Fiduciary Alliance held 4,681 shares of CSX Corp worth $222K as of Q2 2026.
  • CSX Corp was a new Fiduciary Alliance position in Q2 2026.
  • CSX Corp made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #502 holding.
  • Fiduciary Alliance first reported a position in CSX Corp in Q4 2022 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.