Halbert Hargrove Global Advisors’s CSX Corp CSX Stock Holding History

Halbert Hargrove Global 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 Q3	$5.72K	Sell	123 -928	-88%	-$46K	﹤0.01%	306
2026 Q2	$50K	Buy	1,051 +928	+754%	+$41.9K	﹤0.01%	211
2026 Q1	$5.05K	Hold	123	–	–	﹤0.01%	323
2025 Q4	$4.46K	Sell	123 -64	-34%	-$2.29K	﹤0.01%	324
2025 Q3	$6.64K	Buy	187 +64	+52%	+$2.18K	﹤0.01%	383
2025 Q2	$4.01K	Sell	123 -36	-23%	-$1.08K	﹤0.01%	270
2025 Q1	$4.68K	Buy	159 +36	+29%	+$1.14K	﹤0.01%	316
2024 Q4	$3.97K	Buy	+123	New	+$4.22K	﹤0.01%	264

Other funds holding CSX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Halbert Hargrove Global Advisors's CSX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its CSX Corp (CSX) stake by 88% in Q3 2026, selling an estimated $46K and leaving 123 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Halbert Hargrove Global Advisors first reported a position in CSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $50K in Q2 2026. 507 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Halbert Hargrove Global Advisors held 123 shares of CSX Corp worth $5.72K as of Q3 2026.
Halbert Hargrove Global Advisors sold 928 CSX Corp shares in Q3 2026, an estimated $46K.
CSX Corp made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #306 holding.
Halbert Hargrove Global Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's CSX Corp position peaked at $50K in Q2 2026.
507 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.