First National Advisers’s CSX Corp CSX Stock Holding History

First National Advisers’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	$4.74M	Sell	99,683 -6,288	-6%	-$284K	0.67%	30
2026 Q1	$4.35M	Sell	105,971 -16,522	-13%	-$648K	0.64%	33
2025 Q4	$4.44M	Buy	122,493 +900	+0.7%	+$32.2K	0.61%	36
2025 Q3	$4.32M	Buy	121,593 +52,418	+76%	+$1.79M	0.59%	42
2025 Q2	$2.26M	Sell	69,175 -3,577	-5%	-$108K	0.33%	96
2025 Q1	$2.14M	Sell	72,752 -71,894	-50%	-$2.28M	0.34%	96
2024 Q4	$4.67M	Buy	144,646 +6,375	+5%	+$219K	0.75%	30
2024 Q3	$4.77M	Buy	138,271 +4,895	+4%	+$166K	0.76%	27
2024 Q2	$4.46M	Buy	133,376 +41,215	+45%	+$1.4M	0.82%	29
2024 Q1	$3.22M	Buy	92,161 +15,414	+20%	+$563K	0.72%	39
2023 Q4	$2.66M	Buy	76,747 +29,946	+64%	+$954K	0.77%	38
2023 Q3	$1.44M	Buy	46,801 +18,546	+66%	+$588K	0.64%	53
2023 Q2	$963K	Buy	28,255 +293	+1%	+$9.27K	0.89%	35
2023 Q1	$837K	Buy	27,962 +852	+3%	+$26.2K	0.95%	40
2022 Q4	$840K	Buy	27,110 +2,789	+11%	+$83.9K	1.08%	29
2022 Q3	$648K	Buy	24,321 +6,816	+39%	+$212K	0.96%	33
2022 Q2	$509K	Buy	+17,505	New	+$571K	1.06%	35

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

First National Advisers's CSX Position: Q2 2026 in Review

First National Advisers reduced its CSX Corp (CSX) stake by 5.9% in Q2 2026, selling an estimated $284K and leaving 99,683 shares worth $4.74M. The position accounts for 0.67% of the portfolio, ranked #30.

First National Advisers first reported a position in CSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.77M in Q3 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

First National Advisers held 99,683 shares of CSX Corp worth $4.74M as of Q2 2026.
First National Advisers sold 6,288 CSX Corp shares in Q2 2026, an estimated $284K.
CSX Corp made up 0.67% of First National Advisers's portfolio in Q2 2026, its #30 holding.
First National Advisers first reported a position in CSX Corp in Q2 2022 and has held it in 17 quarters since.
First National Advisers's CSX Corp position peaked at $4.77M in Q3 2024.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.