Focus Partners Wealth
CSX icon

Focus Partners Wealth’s CSX Corp CSX Stock Holding History

Focus Partners Wealth’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 		$65.9M Sell
1,386,157
-152,887
-10% -$6.9M 0.07% 266
2026
Q1 		$63.2M Sell
1,539,044
-350,997
-19% -$13.8M 0.07% 247
2025
Q4 		$68.5M Buy
1,890,041
+189,462
+11% +$6.78M 0.08% 231
2025
Q3 		$60.4M Buy
1,700,579
+147,976
+10% +$5.05M 0.1% 185
2025
Q2 		$50.7M Buy
1,552,603
+105,504
+7% +$3.17M 0.11% 185
2025
Q1 		$42.6M Buy
1,447,099
+70,581
+5% +$2.24M 0.11% 188
2024
Q4 		$44.4M Buy
1,376,518
+200,199
+17% +$6.87M 0.12% 173
2024
Q3 		$40.6M Sell
1,176,319
-967,775
-45% -$32.8M 0.13% 172
2024
Q2 		$71.7M Buy
2,144,094
+2,076,443
+3,069% +$70.5M 0.24% 100
2024
Q1 		$2.51M Buy
67,651
+18,749
+38% +$684K 0.02% 442
2023
Q4 		$1.7M Buy
+48,902
New +$1.56M 0.02% 375

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Focus Partners Wealth's CSX Position: Q2 2026 in Review

Focus Partners Wealth reduced its CSX Corp (CSX) stake by 9.9% in Q2 2026, selling an estimated $6.9M and leaving 1,386,157 shares worth $65.9M. The position accounts for 0.07% of the portfolio, ranked #266.

Focus Partners Wealth first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.7M in Q2 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Focus Partners Wealth held 1,386,157 shares of CSX Corp worth $65.9M as of Q2 2026.
  • Focus Partners Wealth sold 152,887 CSX Corp shares in Q2 2026, an estimated $6.9M.
  • CSX Corp made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #266 holding.
  • Focus Partners Wealth first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's CSX Corp position peaked at $71.7M in Q2 2024.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.