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Financial Gravity Companies’s CSX Corp CSX Stock Holding History

Financial Gravity Companies’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 		$117K Buy
+3,600
New +$108K 0.02% 205
2024
Q4 		$116K Buy
+3,600
New +$123K 0.03% 187
2018
Q4 		$52K Buy
+2,361
New +$54.3K 0.05% 317

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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 $295B AUM 31.6% 1-Year Est. Return

Financial Gravity Companies's CSX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in CSX Corp (CSX) in Q2 2025: 3,600 shares worth $117K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CSX as recently as Q4 2024.

Financial Gravity Companies first reported a position in CSX in Q4 2018 and has held it in 3 quarters since. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Financial Gravity Companies held 3,600 shares of CSX Corp worth $117K as of Q2 2025.
  • CSX Corp was a new Financial Gravity Companies position in Q2 2025.
  • CSX Corp made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #205 holding.
  • Financial Gravity Companies first reported a position in CSX Corp in Q4 2018 and has held it in 3 quarters since.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.