JFA
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JNBA Financial Advisors’s CSX Corp CSX Stock Holding History

JNBA Financial 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
Q1 		$374K Sell
9,115
-1,306
-13% -$51.2K 0.03% 155
2025
Q4 		$378K Buy
10,421
+135
+1% +$4.83K 0.03% 153
2025
Q3 		$365K Sell
10,286
-100
-1% -$3.42K 0.03% 148
2025
Q2 		$339K Sell
10,386
-1,400
-12% -$42.1K 0.03% 151
2025
Q1 		$347K Buy
11,786
+1,000
+9% +$31.8K 0.04% 147
2024
Q4 		$348K Hold
10,786
– – 0.04% 148
2024
Q3 		$372K Hold
10,786
– – 0.04% 146
2024
Q2 		$361K Hold
10,786
– – 0.04% 145
2024
Q1 		$400K Sell
10,786
-600
-5% -$21.9K 0.04% 147
2023
Q4 		$395K Hold
11,386
– – 0.04% 150
2023
Q3 		$350K Hold
11,386
– – 0.04% 148
2023
Q2 		$388K Buy
11,386
+36
+0.3% +$1.14K 0.05% 145
2023
Q1 		$340K Hold
11,350
– – 0.04% 156
2022
Q4 		$352K Hold
11,350
– – 0.05% 151
2022
Q3 		$302K Sell
11,350
-120
-1% -$3.73K 0.05% 154
2022
Q2 		$333K Buy
11,470
+120
+1% +$3.91K 0.05% 145
2022
Q1 		$425K Sell
11,350
-560
-5% -$19.8K 0.06% 139
2021
Q4 		$448K Buy
11,910
+135
+1% +$4.76K 0.05% 137
2021
Q3 		$350K Sell
11,775
-3,000
-20% -$96.1K 0.05% 152
2021
Q2 		$474K Sell
14,775
-1,050
-7% -$34.6K 0.06% 128
2021
Q1 		$509K Sell
15,825
-300
-2% -$9.16K 0.07% 117
2020
Q4 		$488K Hold
16,125
– – 0.08% 110
2020
Q3 		$417K Hold
16,125
– – 0.08% 104
2020
Q2 		$375K Hold
16,125
– – 0.08% 109
2020
Q1 		$308K Sell
16,125
-294
-2% -$6.87K 0.07% 115
2019
Q4 		$396K Buy
16,419
+294
+2% +$6.95K 0.08% 109
2019
Q3 		$372K Sell
16,125
-900
-5% -$21K 0.08% 106
2019
Q2 		$439K Buy
17,025
+900
+6% +$23.2K 0.09% 102
2019
Q1 		$402K Hold
16,125
– – 0.09% 102
2018
Q4 		$334K Buy
16,125
+7,434
+86% +$171K 0.08% 103
2018
Q3 		$215K Sell
8,691
-7,434
-46% -$177K 0.1% 124
2018
Q2 		$343K Sell
16,125
-450
-3% -$9.27K 0.07% 103
2018
Q1 		$308K Hold
16,575
– – 0.07% 102
2017
Q4 		$304K Hold
16,575
– – 0.06% 104
2017
Q3 		$300K Buy
16,575
+450
+3% +$7.72K 0.07% 96
2017
Q2 		$293K Hold
16,125
– – 0.07% 98
2017
Q1 		$250K Sell
16,125
-7,800
-33% -$119K 0.06% 103
2016
Q4 		$287K Buy
23,925
+20,862
+681% +$234K 0.07% 99
2016
Q3 		$31K Sell
3,063
-23,607
-89% -$223K ﹤0.01% 666
2016
Q2 		$232K Sell
26,670
-300
-1% -$2.61K 0.06% 104
2016
Q1 		$231K Buy
26,970
+2,715
+11% +$22K 0.08% 91
2015
Q4 		$210K Hold
24,255
– – 0.08% 97
2015
Q3 		$217K Hold
24,255
– – 0.09% 89
2015
Q2 		$264K Hold
24,255
– – 0.1% 83
2015
Q1 		$268K Buy
24,255
+585
+2% +$6.73K 0.1% 83
2014
Q4 		$286K Sell
23,670
-1,260
-5% -$14.8K 0.12% 78
2014
Q3 		$266K Hold
24,930
– – 0.12% 81
2014
Q2 		$256K Hold
24,930
– – 0.12% 81
2014
Q1 		$241K Sell
24,930
-2,550
-9% -$23.7K 0.13% 78
2013
Q4 		$264K Hold
27,480
– – 0.14% 74
2013
Q3 		$236K Hold
27,480
– – 0.15% 76
2013
Q2 		$212K Buy
+27,480
New +$225K 0.15% 81

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JNBA Financial Advisors's CSX Position: Q1 2026 in Review

JNBA Financial Advisors reduced its CSX Corp (CSX) stake by 13% in Q1 2026, selling an estimated $51.2K and leaving 9,115 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #155.

JNBA Financial Advisors first reported a position in CSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $509K in Q1 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • JNBA Financial Advisors held 9,115 shares of CSX Corp worth $374K as of Q1 2026.
  • JNBA Financial Advisors sold 1,306 CSX Corp shares in Q1 2026, an estimated $51.2K.
  • CSX Corp made up 0.03% of JNBA Financial Advisors's portfolio in Q1 2026, its #155 holding.
  • JNBA Financial Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's CSX Corp position peaked at $509K in Q1 2021.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.