Financial Strategies Group’s CSX Corp CSX Stock Holding History

Financial Strategies Group’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 Q1	$1M	Hold	22,002	–	–	0.17%	57
2025 Q4	$794K	Hold	22,002	–	–	0.14%	63
2025 Q3	$788K	Sell	22,002 -61	-0.3%	-$2.08K	0.15%	60
2025 Q2	$752K	Buy	22,063 +96	+0.4%	+$2.89K	0.16%	57
2025 Q1	$613K	Buy	21,967 +6	+0%	+$191	0.14%	60
2024 Q4	$698K	Sell	21,961 -800	-4%	-$27.4K	0.17%	48
2024 Q3	$803K	Buy	22,761 +880	+4%	+$29.9K	0.19%	45
2024 Q2	$711K	Buy	21,881 +10,929	+100%	+$371K	0.18%	47
2024 Q1	$394K	Hold	10,952	–	–	0.11%	55
2023 Q4	$377K	Hold	10,952	–	–	0.11%	58
2023 Q3	$344K	Hold	10,952	–	–	0.11%	58
2023 Q2	$373K	Buy	10,952 +152	+1%	+$4.81K	0.12%	56
2023 Q1	$323K	Hold	10,800	–	–	0.12%	64
2022 Q4	$335K	Hold	10,800	–	–	0.14%	63
2022 Q3	$288K	Hold	10,800	–	–	0.13%	67
2022 Q2	$314K	Hold	10,800	–	–	0.13%	67
2022 Q1	$404K	Hold	10,800	–	–	0.16%	63
2021 Q4	$406K	Hold	10,800	–	–	0.17%	57
2021 Q3	$321K	Hold	10,800	–	–	0.14%	61
2021 Q2	$346K	Hold	10,800	–	–	0.16%	57
2021 Q1	$347K	Hold	10,800	–	–	0.18%	50
2020 Q4	$327K	Hold	10,800	–	–	0.18%	47
2020 Q3	$280K	Hold	10,800	–	–	0.19%	44
2020 Q2	$251K	Hold	10,800	–	–	0.19%	40
2020 Q1	$206K	Hold	10,800	–	–	0.19%	40
2019 Q4	$260K	Buy	+10,800	New	+$255K	0.21%	41

Other funds holding CSX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Financial Strategies Group's CSX Position: Q1 2026 in Review

Financial Strategies Group held its CSX Corp (CSX) position steady in Q1 2026 at 22,002 shares worth $1M. The position accounts for 0.17% of the portfolio, ranked #57.

Financial Strategies Group first reported a position in CSX in Q4 2019 and has held it in 26 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Financial Strategies Group held 22,002 shares of CSX Corp worth $1M as of Q1 2026.
Financial Strategies Group left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.17% of Financial Strategies Group's portfolio in Q1 2026, its #57 holding.
Financial Strategies Group first reported a position in CSX Corp in Q4 2019 and has held it in 26 quarters since.
1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.