Fortis Group Advisors’s CSX Corp CSX Stock Holding History

Fortis Group Advisors’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	$143K	Hold	3,015	–	–	0.02%	272
2026 Q1	$124K	Hold	3,015	–	–	0.02%	279
2025 Q4	$109K	Hold	3,015	–	–	0.02%	280
2025 Q3	$107K	Hold	3,015	–	–	0.02%	238
2025 Q2	$98.4K	Hold	3,015	–	–	0.02%	226
2025 Q1	$88.7K	Hold	3,015	–	–	0.02%	198
2024 Q4	$97.3K	Hold	3,015	–	–	0.02%	196
2024 Q3	$104K	Hold	3,015	–	–	0.02%	185
2024 Q2	$101K	Hold	3,015	–	–	0.02%	185
2024 Q1	$112K	Sell	3,015 -3,015	-50%	-$110K	0.02%	201
2023 Q4	$209K	Buy	6,030 +3,015	+100%	+$96K	0.05%	123
2023 Q3	$92.7K	Buy	+3,015	New	+$95.5K	0.03%	127

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

Fortis Group Advisors's CSX Position: Q2 2026 in Review

Fortis Group Advisors held its CSX Corp (CSX) position steady in Q2 2026 at 3,015 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #272.

Fortis Group Advisors first reported a position in CSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $209K in Q4 2023. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Fortis Group Advisors held 3,015 shares of CSX Corp worth $143K as of Q2 2026.
Fortis Group Advisors left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.02% of Fortis Group Advisors's portfolio in Q2 2026, its #272 holding.
Fortis Group Advisors first reported a position in CSX Corp in Q3 2023 and has held it in 12 quarters since.
Fortis Group Advisors's CSX Corp position peaked at $209K in Q4 2023.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.