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Financial Perspectives’s CSX Corp CSX Stock Holding History

Financial Perspectives’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
Q3 		$79.7K Buy
1,713
+4
+0.2% +$198 0.02% 276
2026
Q2 		$81.2K Buy
1,709
+4
+0.2% +$181 0.02% 265
2026
Q1 		$70K Buy
1,705
+4
+0.2% +$157 0.02% 270
2025
Q4 		$61.7K Buy
1,701
+5
+0.3% +$179 0.02% 280
2025
Q3 		$60.2K Buy
1,696
+5
+0.3% +$171 0.02% 286
2025
Q2 		$55.2K Buy
1,691
+5
+0.3% +$150 0.02% 291
2025
Q1 		$49.6K Sell
1,686
-315
-16% -$10K 0.02% 303
2024
Q4 		$64.6K Sell
2,001
-51
-2% -$1.75K 0.02% 272
2024
Q3 		$70.9K Buy
2,052
+5
+0.2% +$170 0.02% 250
2024
Q2 		$68.5K Buy
2,047
+4
+0.2% +$136 0.03% 240
2024
Q1 		$75.7K Buy
2,043
+4
+0.2% +$146 0.03% 235
2023
Q4 		$70.7K Buy
2,039
+4
+0.2% +$127 0.03% 241
2023
Q3 		$62.6K Buy
2,035
+5
+0.2% +$158 0.03% 236
2023
Q2 		$69.2K Buy
2,030
+4
+0.2% +$127 0.03% 233
2023
Q1 		$60.7K Buy
2,026
+5
+0.2% +$154 0.03% 239
2022
Q4 		$62.6K Buy
2,021
+3
+0.1% +$90 0.03% 228
2022
Q3 		$53.8K Buy
2,018
+1,535
+318% +$47.7K 0.03% 226
2022
Q2 		$14K Hold
483
– – 0.01% 396
2022
Q1 		$18.1K Hold
483
– – 0.01% 388
2021
Q4 		$18.2K Hold
483
– – 0.01% 369
2021
Q3 		$14.4K Hold
483
– – 0.01% 400
2021
Q2 		$15.5K Hold
483
– – 0.01% 411
2021
Q1 		$15.5K Buy
+483
New +$14.7K 0.01% 389

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Perspectives's CSX Position: Q3 2026 in Review

Financial Perspectives increased its CSX Corp (CSX) stake by 0.23% in Q3 2026, buying an estimated $198 and bringing the position to 1,713 shares worth $79.7K. The position accounts for 0.02% of the portfolio, ranked #276.

Financial Perspectives first reported a position in CSX in Q1 2021 and has held it in 23 quarters since. The position peaked at $81.2K in Q2 2026. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Financial Perspectives held 1,713 shares of CSX Corp worth $79.7K as of Q3 2026.
  • Financial Perspectives bought 4 CSX Corp shares in Q3 2026, an estimated $198.
  • CSX Corp made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #276 holding.
  • Financial Perspectives first reported a position in CSX Corp in Q1 2021 and has held it in 23 quarters since.
  • Financial Perspectives's CSX Corp position peaked at $81.2K in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.