JKA
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Jones Kertz & Associates’s CSX Corp CSX Stock Holding History

Jones Kertz & Associates’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 		$4.23M Sell
88,970
-5,850
-6% -$264K 1.95% 16
2026
Q1 		$3.89M Sell
94,820
-540
-0.6% -$21.2K 2.07% 14
2025
Q4 		$3.46M Buy
+95,360
New +$3.41M 1.78% 20

Other funds holding CSX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Jones Kertz & Associates's CSX Position: Q2 2026 in Review

Jones Kertz & Associates reduced its CSX Corp (CSX) stake by 6.2% in Q2 2026, selling an estimated $264K and leaving 88,970 shares worth $4.23M. The position accounts for 1.95% of the portfolio, ranked #16.

Jones Kertz & Associates first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 1,154 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Jones Kertz & Associates held 88,970 shares of CSX Corp worth $4.23M as of Q2 2026.
  • Jones Kertz & Associates sold 5,850 CSX Corp shares in Q2 2026, an estimated $264K.
  • CSX Corp made up 1.95% of Jones Kertz & Associates's portfolio in Q2 2026, its #16 holding.
  • Jones Kertz & Associates first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,154 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.