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Financial Advocates Investment Management’s CSX Corp CSX Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-17,027
Closed -$501K – 655
2025
Q1 		$501K Sell
17,027
-1,191
-7% -$37.8K 0.04% 420
2024
Q4 		$588K Buy
18,218
+11,268
+162% +$386K 0.03% 410
2024
Q3 		$240K Buy
6,950
+216
+3% +$7.33K 0.01% 671
2024
Q2 		$225K Buy
6,734
+895
+15% +$30.4K 0.01% 649
2024
Q1 		$216K Buy
5,839
+2
+0% +$73 0.01% 697
2023
Q4 		$202K Sell
5,837
-4,036
-41% -$129K 0.01% 682
2023
Q3 		$304K Sell
9,873
-2,229
-18% -$70.6K 0.02% 519
2023
Q2 		$413K Buy
12,102
+351
+3% +$11.1K 0.03% 442
2023
Q1 		$352K Buy
11,751
+4,303
+58% +$132K 0.03% 507
2022
Q4 		$231K Buy
+7,448
New +$224K 0.02% 633
2022
Q3 		– Sell
-7,834
Closed -$228K – 767
2022
Q2 		$228K Sell
7,834
-1,445
-16% -$47.1K 0.02% 579
2022
Q1 		$347K Sell
9,279
-763
-8% -$27K 0.02% 535
2021
Q4 		$378K Buy
10,042
+341
+4% +$12K 0.02% 564
2021
Q3 		$289K Buy
+9,701
New +$311K 0.02% 621
2018
Q4 		– Sell
-12,279
Closed -$303K – 437
2018
Q3 		$303K Buy
12,279
+495
+4% +$11.8K 0.03% 387
2018
Q2 		$253K Sell
11,784
-825
-7% -$17K 0.03% 411
2018
Q1 		$234K Buy
12,609
+204
+2% +$3.81K 0.03% 421
2017
Q4 		$227K Buy
+12,405
New +$220K 0.03% 424

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Advocates Investment Management's CSX Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 17,027 shares — an estimated $501K sold.

Financial Advocates Investment Management first reported a position in CSX in Q4 2017 and held it in 18 quarters. The position peaked at $588K in Q4 2024. 1,698 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,027 CSX Corp shares in Q2 2025, an estimated $501K.
  • Financial Advocates Investment Management first reported a position in CSX Corp in Q4 2017 and held it in 18 quarters.
  • Financial Advocates Investment Management's CSX Corp position peaked at $588K in Q4 2024.
  • 1,698 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.