J.W. Cole Advisors
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J.W. Cole Advisors’s CSX Corp CSX Stock Holding History

J.W. Cole 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 		$3.01M Buy
64,628
+4
+0% +$198 0.05% 363
2026
Q2 		$3.07M Buy
+64,624
New +$2.92M 0.05% 357
2026
Q1 		– Sell
-65,791
Closed -$2.27M – 895
2025
Q4 		$2.27M Sell
65,791
-14,115
-18% -$505K 0.06% 347
2025
Q3 		$2.84M Sell
79,906
-5,511
-6% -$188K 0.05% 345
2025
Q2 		$2.79M Buy
85,417
+8,978
+12% +$270K 0.06% 309
2025
Q1 		$2.25M Buy
76,439
+40,738
+114% +$1.29M 0.07% 288
2024
Q4 		$1.15M Buy
35,701
+300
+0.8% +$10.3K 0.05% 374
2024
Q3 		$1.22M Buy
35,401
+309
+0.9% +$10.5K 0.05% 346
2024
Q2 		$1.17M Sell
35,092
-1,211
-3% -$41.1K 0.06% 318
2024
Q1 		$1.34M Buy
36,303
+14,260
+65% +$520K 0.07% 278
2023
Q4 		$764K Buy
22,043
+7,912
+56% +$252K 0.04% 356
2023
Q3 		$435K Buy
14,131
+920
+7% +$29.1K 0.03% 452
2023
Q2 		$450K Buy
13,211
+2,154
+19% +$68.1K 0.03% 452
2023
Q1 		$331K Sell
11,057
-575
-5% -$17.7K 0.02% 567
2022
Q4 		$360K Buy
11,632
+557
+5% +$16.8K 0.03% 499
2022
Q3 		$295K Buy
11,075
+511
+5% +$15.9K 0.02% 541
2022
Q2 		$307K Sell
10,564
-22
-0.2% -$717 0.02% 544
2022
Q1 		$396K Buy
10,586
+546
+5% +$19.3K 0.03% 529
2021
Q4 		$378K Buy
10,040
+117
+1% +$4.13K 0.02% 567
2021
Q3 		$295K Buy
9,923
+303
+3% +$9.7K 0.02% 363
2021
Q2 		$309K Sell
9,620
-184
-2% -$6.07K 0.02% 573
2021
Q1 		$315K Buy
9,804
+1,701
+21% +$51.9K 0.03% 503
2020
Q4 		$245K Sell
8,103
-88,953
-92% -$2.56M 0.03% 535
2020
Q3 		$2.51M Buy
+97,056
New +$2.39M 0.19% 120
2020
Q1 		– Sell
-16,167
Closed -$390K – 175
2019
Q4 		$390K Buy
+16,167
New +$382K 0.05% 357

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

J.W. Cole Advisors's CSX Position: Q3 2026 in Review

J.W. Cole Advisors increased its CSX Corp (CSX) stake by 0.01% in Q3 2026, buying an estimated $198 and bringing the position to 64,628 shares worth $3.01M. The position accounts for 0.05% of the portfolio, ranked #363.

J.W. Cole Advisors first reported a position in CSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.07M in Q2 2026. 1,268 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • J.W. Cole Advisors held 64,628 shares of CSX Corp worth $3.01M as of Q3 2026.
  • J.W. Cole Advisors bought 4 CSX Corp shares in Q3 2026, an estimated $198.
  • CSX Corp made up 0.05% of J.W. Cole Advisors's portfolio in Q3 2026, its #363 holding.
  • J.W. Cole Advisors first reported a position in CSX Corp in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's CSX Corp position peaked at $3.07M in Q2 2026.
  • 1,268 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.