InvesTrust’s CSX Corp CSX Stock Holding History

InvesTrust’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	$830K	Hold	17,835	–	–	0.34%	69
2026 Q2	$848K	Hold	17,835	–	–	0.33%	73
2026 Q1	$732K	Hold	17,835	–	–	0.31%	70
2025 Q4	$647K	Sell	17,835 -168	-0.9%	-$6.01K	0.25%	75
2025 Q3	$639K	Hold	18,003	–	–	0.23%	75
2025 Q2	$587K	Hold	18,003	–	–	0.23%	77
2025 Q1	$530K	Hold	18,003	–	–	0.14%	76
2024 Q4	$579K	Buy	+18,003	New	+$617K	0.16%	75

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

InvesTrust's CSX Position: Q3 2026 in Review

InvesTrust held its CSX Corp (CSX) position steady in Q3 2026 at 17,835 shares worth $830K. The position accounts for 0.34% of the portfolio, ranked #69.

InvesTrust first reported a position in CSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $848K in Q2 2026. 862 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

InvesTrust held 17,835 shares of CSX Corp worth $830K as of Q3 2026.
InvesTrust left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.34% of InvesTrust's portfolio in Q3 2026, its #69 holding.
InvesTrust first reported a position in CSX Corp in Q4 2024 and has held it in 8 quarters since.
InvesTrust's CSX Corp position peaked at $848K in Q2 2026.
862 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.