Great Lakes Retirement
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Great Lakes Retirement’s CSX Corp CSX Stock Holding History

Great Lakes Retirement’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 		$3M Buy
64,483
+54
+0.1% +$2.68K 0.26% 77
2026
Q2 		$3.06M Buy
64,429
+394
+0.6% +$17.8K 0.27% 79
2026
Q1 		$2.63M Buy
64,035
+231
+0.4% +$9.05K 0.27% 80
2025
Q4 		$2.31M Buy
63,804
+2,183
+4% +$78.1K 0.24% 87
2025
Q3 		$2.19M Buy
61,621
+5,872
+11% +$201K 0.24% 92
2025
Q2 		$1.82M Buy
+55,749
New +$1.68M 0.22% 105
2024
Q3 		– Sell
-1,336
Closed -$44.7K – 290
2024
Q2 		$44.7K Buy
+1,336
New +$45.4K 0.01% 291

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Great Lakes Retirement's CSX Position: Q3 2026 in Review

Great Lakes Retirement increased its CSX Corp (CSX) stake by 0.08% in Q3 2026, buying an estimated $2.68K and bringing the position to 64,483 shares worth $3M. The position accounts for 0.26% of the portfolio, ranked #77.

Great Lakes Retirement first reported a position in CSX in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q2 2026. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Great Lakes Retirement held 64,483 shares of CSX Corp worth $3M as of Q3 2026.
  • Great Lakes Retirement bought 54 CSX Corp shares in Q3 2026, an estimated $2.68K.
  • CSX Corp made up 0.26% of Great Lakes Retirement's portfolio in Q3 2026, its #77 holding.
  • Great Lakes Retirement first reported a position in CSX Corp in Q2 2024 and has held it in 7 quarters since.
  • Great Lakes Retirement's CSX Corp position peaked at $3.06M in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Great Lakes Retirement's 13F filing for Q3 2026, filed 26 Oct 2026.