Financial Symmetry’s CSX Corp CSX Stock Holding History

Financial Symmetry’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	$233K	Hold	4,895	–	–	0.08%	59
2026 Q1	$222K	Buy	+4,895	New	+$192K	0.08%	56

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Symmetry's CSX Position: Q2 2026 in Review

Financial Symmetry held its CSX Corp (CSX) position steady in Q2 2026 at 4,895 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #59.

Financial Symmetry first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Financial Symmetry held 4,895 shares of CSX Corp worth $233K as of Q2 2026.
Financial Symmetry left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.08% of Financial Symmetry's portfolio in Q2 2026, its #59 holding.
Financial Symmetry first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.