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Independent Financial Group’s CSX Corp CSX Stock Holding History

Independent Financial Group’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 		$1.15M Sell
24,271
-10
-0% -$452 0.02% 635
2026
Q1 		$997K Buy
24,281
+1,422
+6% +$55.7K 0.02% 626
2025
Q4 		$829K Sell
22,859
-1,111
-5% -$39.8K 0.02% 695
2025
Q3 		$851K Sell
23,970
-2,992
-11% -$102K 0.02% 652
2025
Q2 		$880K Sell
26,962
-1,461
-5% -$44K 0.02% 586
2025
Q1 		$836K Buy
28,423
+8,778
+45% +$279K 0.03% 533
2024
Q4 		$634K Buy
19,645
+151
+0.8% +$5.18K 0.02% 619
2024
Q3 		$673K Sell
19,494
-278
-1% -$9.43K 0.02% 559
2024
Q2 		$661K Buy
19,772
+72
+0.4% +$2.44K 0.03% 518
2024
Q1 		$730K Buy
19,700
+422
+2% +$15.4K 0.03% 470
2023
Q4 		$668K Buy
19,278
+2,453
+15% +$78.1K 0.04% 474
2023
Q3 		$517K Buy
16,825
+637
+4% +$20.2K 0.03% 482
2023
Q2 		$552K Buy
16,188
+2,932
+22% +$92.7K 0.04% 460
2023
Q1 		$397K Buy
13,256
+23
+0.2% +$707 0.03% 519
2022
Q4 		$410K Sell
13,233
-410
-3% -$12.3K 0.04% 471
2022
Q3 		$363K Buy
13,643
+3,918
+40% +$122K 0.03% 488
2022
Q2 		$283K Buy
9,725
+30
+0.3% +$978 0.03% 520
2022
Q1 		$363K Buy
9,695
+50
+0.5% +$1.77K 0.03% 533
2021
Q4 		$363K Hold
9,645
– – 0.03% 522
2021
Q3 		$287K Sell
9,645
-344
-3% -$11K 0.03% 540
2021
Q2 		$320K Buy
9,989
+515
+5% +$17K 0.03% 518
2021
Q1 		$304K Buy
9,474
+1,044
+12% +$31.9K 0.04% 461
2020
Q4 		$255K Buy
8,430
+309
+4% +$8.88K 0.04% 465
2020
Q3 		$210K Sell
8,121
-879
-10% -$21.7K 0.04% 443
2020
Q2 		$209K Buy
+9,000
New +$199K 0.05% 404

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Independent Financial Group's CSX Position: Q2 2026 in Review

Independent Financial Group reduced its CSX Corp (CSX) stake by 0.04% in Q2 2026, selling an estimated $452 and leaving 24,271 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #635.

Independent Financial Group first reported a position in CSX in Q2 2020 and has held it in 25 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Independent Financial Group held 24,271 shares of CSX Corp worth $1.15M as of Q2 2026.
  • Independent Financial Group sold 10 CSX Corp shares in Q2 2026, an estimated $452.
  • CSX Corp made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #635 holding.
  • Independent Financial Group first reported a position in CSX Corp in Q2 2020 and has held it in 25 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.