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 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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return