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Investment Advisory Services’s CSX Corp CSX Stock Holding History

Investment Advisory Services’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 		$296K Buy
6,354
+1,082
+21% +$53.6K 0.08% 101
2026
Q2 		$251K Buy
+5,272
New +$238K 0.07% 119

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

Investment Advisory Services's CSX Position: Q3 2026 in Review

Investment Advisory Services increased its CSX Corp (CSX) stake by 21% in Q3 2026, buying an estimated $53.6K and bringing the position to 6,354 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #101.

Investment Advisory Services first reported a position in CSX in Q2 2026 and has held it in 2 quarters since. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Investment Advisory Services held 6,354 shares of CSX Corp worth $296K as of Q3 2026.
  • Investment Advisory Services bought 1,082 CSX Corp shares in Q3 2026, an estimated $53.6K.
  • CSX Corp made up 0.08% of Investment Advisory Services's portfolio in Q3 2026, its #101 holding.
  • Investment Advisory Services first reported a position in CSX Corp in Q2 2026 and has held it in 2 quarters since.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Investment Advisory Services's 13F filing for Q3 2026, filed 27 Oct 2026.