Gries Financial’s CSX Corp CSX Stock Holding History

Gries Financial’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
2025 Q3	$3.71M	Buy	104,582 +733	+0.7%	+$25K	0.59%	30
2025 Q2	$3.39M	Sell	103,849 -1,018	-1%	-$30.6K	0.62%	28
2025 Q1	$3.09M	Sell	104,867 -856	-0.8%	-$27.2K	0.6%	32
2024 Q4	$3.41M	Sell	105,723 -38	-0%	-$1.3K	0.61%	30
2024 Q3	$3.65M	Sell	105,761 -66	-0.1%	-$2.24K	0.68%	24
2024 Q2	$3.54M	Sell	105,827 -159	-0.2%	-$5.4K	0.73%	23
2024 Q1	$3.93M	Buy	105,986 +3	+0%	+$109	0.66%	32
2023 Q4	$3.67M	Buy	105,983 +223	+0.2%	+$7.1K	0.81%	19
2023 Q3	$3.25M	Buy	105,760 +2,125	+2%	+$67.3K	0.88%	21
2023 Q2	$3.53M	Hold	103,635	–	–	0.98%	19
2023 Q1	$3.1M	Hold	103,635	–	–	0.92%	20
2022 Q4	$3.21M	Hold	103,635	–	–	1.07%	22
2022 Q3	$2.76M	Hold	103,635	–	–	1.17%	16
2022 Q2	$3.01M	Hold	103,635	–	–	1.43%	12
2022 Q1	$3.88M	Hold	103,635	–	–	1.43%	10
2021 Q4	$3.9M	Hold	103,635	–	–	1.59%	12
2021 Q3	$3.08M	Hold	103,635	–	–	0.97%	22
2021 Q2	$3.31M	Hold	103,635	–	–	1.06%	19
2021 Q1	$3.48M	Buy	+103,635	New	+$3.16M	1.11%	19

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gries Financial's CSX Position: Q3 2025 in Review

Gries Financial increased its CSX Corp (CSX) stake by 0.71% in Q3 2025, buying an estimated $25K and bringing the position to 104,582 shares worth $3.71M. The position accounts for 0.59% of the portfolio, ranked #30.

Gries Financial first reported a position in CSX in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.93M in Q1 2024. 1,739 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Gries Financial held 104,582 shares of CSX Corp worth $3.71M as of Q3 2025.
Gries Financial bought 733 CSX Corp shares in Q3 2025, an estimated $25K.
CSX Corp made up 0.59% of Gries Financial's portfolio in Q3 2025, its #30 holding.
Gries Financial first reported a position in CSX Corp in Q1 2021 and has held it in 19 quarters since.
Gries Financial's CSX Corp position peaked at $3.93M in Q1 2024.
1,739 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.