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Invera Wealth Advisors’s CSX Corp CSX Stock Holding History

Invera Wealth 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 		$276K Buy
+5,803
New +$262K 0.15% 116

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

Invera Wealth Advisors's CSX Position: Q2 2026 in Review

Invera Wealth Advisors opened a new position in CSX Corp (CSX) in Q2 2026: 5,803 shares worth $276K. The stake represents 0.15% of the portfolio and ranks #116 among its holdings.

1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Invera Wealth Advisors held 5,803 shares of CSX Corp worth $276K as of Q2 2026.
  • CSX Corp was a new Invera Wealth Advisors position in Q2 2026.
  • CSX Corp made up 0.15% of Invera Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.