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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
Q3 		$228K Hold
4,895
– – 0.07% 62
2026
Q2 		$233K Hold
4,895
– – 0.08% 59
2026
Q1 		$222K Buy
+4,895
New +$192K 0.08% 56

Other funds holding CSX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Financial Symmetry's CSX Position: Q3 2026 in Review

Financial Symmetry held its CSX Corp (CSX) position steady in Q3 2026 at 4,895 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #62.

Financial Symmetry first reported a position in CSX in Q1 2026 and has held it in 3 quarters since. The position peaked at $233K in Q2 2026. 76 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Financial Symmetry held 4,895 shares of CSX Corp worth $228K as of Q3 2026.
  • Financial Symmetry left its CSX Corp share count unchanged in Q3 2026.
  • CSX Corp made up 0.07% of Financial Symmetry's portfolio in Q3 2026, its #62 holding.
  • Financial Symmetry first reported a position in CSX Corp in Q1 2026 and has held it in 3 quarters since.
  • Financial Symmetry's CSX Corp position peaked at $233K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.