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Financial Planning Hawaii’s CSX Corp CSX Stock Holding History

Financial Planning Hawaii’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 		$391K Sell
8,235
-1,530
-16% -$69.1K 0.21% 88
2026
Q1 		$401K Hold
9,765
– – 0.24% 89
2025
Q4 		$354K Buy
+9,765
New +$349K 0.2% 97

Other funds holding CSX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Financial Planning Hawaii's CSX Position: Q2 2026 in Review

Financial Planning Hawaii reduced its CSX Corp (CSX) stake by 16% in Q2 2026, selling an estimated $69.1K and leaving 8,235 shares worth $391K. The position accounts for 0.21% of the portfolio, ranked #88.

Financial Planning Hawaii first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q1 2026. 1,172 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Financial Planning Hawaii held 8,235 shares of CSX Corp worth $391K as of Q2 2026.
  • Financial Planning Hawaii sold 1,530 CSX Corp shares in Q2 2026, an estimated $69.1K.
  • CSX Corp made up 0.21% of Financial Planning Hawaii's portfolio in Q2 2026, its #88 holding.
  • Financial Planning Hawaii first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's CSX Corp position peaked at $401K in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.