JFS Wealth Advisors’s CSX Corp CSX Stock Holding History

JFS 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	$75.8K	Buy	1,595 +94	+6%	+$4.24K	﹤0.01%	470
2026 Q1	$61.6K	Buy	1,501 +5	+0.3%	+$196	﹤0.01%	482
2025 Q4	$54.2K	Sell	1,496 -3,892	-72%	-$139K	﹤0.01%	498
2025 Q3	$191K	Buy	5,388 +4,601	+585%	+$157K	0.01%	335
2025 Q2	$25.7K	Sell	787 -839	-52%	-$25.2K	﹤0.01%	609
2025 Q1	$47.8K	Buy	1,626 +207	+15%	+$6.58K	﹤0.01%	484
2024 Q4	$45.8K	Sell	1,419 -7,914	-85%	-$271K	﹤0.01%	479
2024 Q3	$322K	Sell	9,333 -186	-2%	-$6.31K	0.02%	242
2024 Q2	$318K	Sell	9,519 -314	-3%	-$10.7K	0.03%	190
2024 Q1	$365K	Buy	9,833 +8,704	+771%	+$318K	0.03%	182
2023 Q4	$39.1K	Buy	1,129 +50	+5%	+$1.59K	﹤0.01%	450
2023 Q3	$33.2K	Buy	1,079 +103	+11%	+$3.26K	﹤0.01%	431
2023 Q2	$33.3K	Buy	976 +87	+10%	+$2.75K	﹤0.01%	433
2023 Q1	$26.6K	Sell	889 -56	-6%	-$1.72K	﹤0.01%	476
2022 Q4	$29.3K	Sell	945 -170	-15%	-$5.11K	﹤0.01%	454
2022 Q3	$30K	Buy	1,115 +350	+46%	+$10.9K	﹤0.01%	477
2022 Q2	$22K	Sell	765 -428	-36%	-$14K	﹤0.01%	568
2022 Q1	$45K	Buy	1,193 +352	+42%	+$12.5K	﹤0.01%	447
2021 Q4	$32K	Buy	841 +241	+40%	+$8.5K	﹤0.01%	492
2021 Q3	$18K	Buy	+600	New	+$19.2K	﹤0.01%	555
2020 Q4	–	Sell	-4,500	Closed	-$117K	–	583
2020 Q3	$117K	Hold	4,500	–	–	0.03%	167
2020 Q2	$105K	Hold	4,500	–	–	0.03%	174
2020 Q1	$86K	Hold	4,500	–	–	0.03%	186
2019 Q4	$109K	Hold	4,500	–	–	0.03%	189
2019 Q3	$104K	Hold	4,500	–	–	0.03%	186
2019 Q2	$116K	Hold	4,500	–	–	0.03%	174
2019 Q1	$112K	Hold	4,500	–	–	0.03%	169
2018 Q4	$93K	Hold	4,500	–	–	0.02%	182
2018 Q3	$111K	Hold	4,500	–	–	0.03%	186
2018 Q2	$96K	Hold	4,500	–	–	0.03%	198
2018 Q1	$84K	Hold	4,500	–	–	0.02%	206
2017 Q4	$83K	Hold	4,500	–	–	0.02%	212
2017 Q3	$81K	Hold	4,500	–	–	0.02%	200
2017 Q2	$82K	Sell	4,500 -2,250	-33%	-$38.5K	0.02%	187
2017 Q1	$81K	Hold	6,750	–	–	0.02%	183
2016 Q4	$81K	Sell	6,750 -15,750	-70%	-$177K	0.02%	183
2016 Q3	$229K	Buy	22,500 +18,000	+400%	+$170K	0.07%	117
2016 Q2	$39K	Hold	4,500	–	–	0.01%	279
2016 Q1	$39K	Hold	4,500	–	–	0.01%	258
2015 Q4	$39K	Hold	4,500	–	–	0.01%	265
2015 Q3	$40K	Hold	4,500	–	–	0.02%	226
2015 Q2	$49K	Hold	4,500	–	–	0.03%	187
2015 Q1	$50K	Hold	4,500	–	–	0.02%	182
2014 Q4	$54K	Hold	4,500	–	–	0.01%	177
2014 Q3	$48K	Hold	4,500	–	–	0.01%	183
2014 Q2	$46K	Buy	+4,500	New	+$43.8K	0.01%	195
2014 Q1	–	Sell	-24,156	Closed	-$232K	–	117
2013 Q4	$232K	Hold	24,156	–	–	0.1%	115
2013 Q3	$207K	Buy	+24,156	New	+$203K	0.1%	116

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

JFS Wealth Advisors increased its CSX Corp (CSX) stake by 6.3% in Q2 2026, buying an estimated $4.24K and bringing the position to 1,595 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

JFS Wealth Advisors first reported a position in CSX in Q3 2013 and has held it in 48 quarters since. The position peaked at $365K in Q1 2024. 393 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

JFS Wealth Advisors held 1,595 shares of CSX Corp worth $75.8K as of Q2 2026.
JFS Wealth Advisors bought 94 CSX Corp shares in Q2 2026, an estimated $4.24K.
CSX Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #470 holding.
JFS Wealth Advisors first reported a position in CSX Corp in Q3 2013 and has held it in 48 quarters since.
JFS Wealth Advisors's CSX Corp position peaked at $365K in Q1 2024.
393 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.