FORA Capital’s CSX Corp CSX Stock Holding History

FORA Capital’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	$5.48M	Buy	+117,889	New	+$5.85M	0.22%	118
2025 Q2	–	Sell	-240,348	Closed	-$7.07M	–	542
2025 Q1	$7.07M	Buy	+240,348	New	+$7.63M	0.72%	27
2024 Q4	–	Sell	-214,581	Closed	-$7.41M	–	427
2024 Q3	$7.41M	Buy	+214,581	New	+$7.28M	0.87%	26
2022 Q4	–	Sell	-70,515	Closed	-$1.88M	–	503
2022 Q3	$1.88M	Sell	70,515 -27,091	-28%	-$842K	0.36%	77
2022 Q2	$2.84M	Buy	+97,606	New	+$3.18M	0.56%	46
2021 Q2	–	Sell	-23,538	Closed	-$757K	–	922
2021 Q1	$757K	Sell	23,538 -44,517	-65%	-$1.36M	0.25%	94
2020 Q4	$2.06M	Buy	+68,055	New	+$1.96M	0.31%	70
2020 Q1	–	Sell	-63,207	Closed	-$1.52M	–	1082
2019 Q4	$1.52M	Buy	+63,207	New	+$1.5M	0.15%	170

Other funds holding CSX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

FORA Capital's CSX Position: Q3 2026 in Review

FORA Capital opened a new position in CSX Corp (CSX) in Q3 2026: 117,889 shares worth $5.48M. The stake represents 0.22% of the portfolio and ranks #118 among its holdings. This is a return to the name: FORA Capital previously reported a position in CSX as recently as Q1 2025.

FORA Capital first reported a position in CSX in Q4 2019 and has held it in 8 quarters since. The position peaked at $7.41M in Q3 2024. 1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

FORA Capital held 117,889 shares of CSX Corp worth $5.48M as of Q3 2026.
CSX Corp was a new FORA Capital position in Q3 2026.
CSX Corp made up 0.22% of FORA Capital's portfolio in Q3 2026, its #118 holding.
FORA Capital first reported a position in CSX Corp in Q4 2019 and has held it in 8 quarters since.
FORA Capital's CSX Corp position peaked at $7.41M in Q3 2024.
1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.