Financial Advisors’s CSX Corp CSX Stock Holding History

Financial 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
2025 Q3	–	Sell	-11,289	Closed	-$368K	–	81
2025 Q2	$368K	Hold	11,289	–	–	0.07%	59
2025 Q1	$332K	Hold	11,289	–	–	0.07%	58
2024 Q4	$364K	Hold	11,289	–	–	0.07%	56
2024 Q3	$390K	Hold	11,289	–	–	0.07%	53
2024 Q2	$378K	Hold	11,289	–	–	0.08%	49
2024 Q1	$418K	Hold	11,289	–	–	0.09%	48
2023 Q4	$391K	Hold	11,289	–	–	0.09%	47
2023 Q3	$347K	Hold	11,289	–	–	0.09%	52
2023 Q2	$385K	Hold	11,289	–	–	0.09%	50
2023 Q1	$338K	Hold	11,289	–	–	0.09%	53
2022 Q4	$350K	Hold	11,289	–	–	0.1%	51
2022 Q3	$301K	Hold	11,289	–	–	0.1%	54
2022 Q2	$328K	Hold	11,289	–	–	0.12%	52
2022 Q1	$423K	Hold	11,289	–	–	0.13%	49
2021 Q4	$424K	Hold	11,289	–	–	0.13%	52
2021 Q3	$336K	Sell	11,289 -93	-0.8%	-$2.98K	0.11%	60
2021 Q2	$365K	Hold	11,382	–	–	0.13%	58
2021 Q1	$366K	Hold	11,382	–	–	0.15%	53
2020 Q4	$344K	Buy	11,382 +489	+4%	+$14K	0.15%	52
2020 Q3	$282K	Hold	10,893	–	–	0.15%	56
2020 Q2	$253K	Hold	10,893	–	–	0.14%	54
2020 Q1	$208K	Hold	10,893	–	–	0.14%	56
2019 Q4	$263K	Buy	10,893 +93	+0.9%	+$2.2K	0.15%	55
2019 Q3	$249K	Hold	10,800	–	–	0.15%	53
2019 Q2	$279K	Hold	10,800	–	–	0.18%	50
2019 Q1	$269K	Hold	10,800	–	–	0.18%	53
2018 Q4	$224K	Buy	+10,800	New	+$248K	0.18%	56

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Advisors's CSX Position: Q3 2025 in Review

Financial Advisors sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 11,289 shares — an estimated $368K sold.

Financial Advisors first reported a position in CSX in Q4 2018 and held it in 27 quarters. The position peaked at $424K in Q4 2021. 1,737 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Financial Advisors reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
Financial Advisors sold 11,289 CSX Corp shares in Q3 2025, an estimated $368K.
Financial Advisors first reported a position in CSX Corp in Q4 2018 and held it in 27 quarters.
Financial Advisors's CSX Corp position peaked at $424K in Q4 2021.
1,737 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.