Joseph Group Capital Management
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Joseph Group Capital Management’s CSX Corp CSX Stock Holding History

Joseph Group Capital Management’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 		$42.5K Buy
913
+80
+10% +$3.97K 0.01% 161
2026
Q2 		$39.6K Buy
833
+310
+59% +$14K 0.01% 153
2026
Q1 		$21.5K Buy
523
+205
+64% +$8.03K 0.01% 181
2025
Q4 		$11.5K Buy
+318
New +$11.4K ﹤0.01% 167

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Joseph Group Capital Management's CSX Position: Q3 2026 in Review

Joseph Group Capital Management increased its CSX Corp (CSX) stake by 9.6% in Q3 2026, buying an estimated $3.97K and bringing the position to 913 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #161.

Joseph Group Capital Management first reported a position in CSX in Q4 2025 and has held it in 4 quarters since. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Joseph Group Capital Management held 913 shares of CSX Corp worth $42.5K as of Q3 2026.
  • Joseph Group Capital Management bought 80 CSX Corp shares in Q3 2026, an estimated $3.97K.
  • CSX Corp made up 0.01% of Joseph Group Capital Management's portfolio in Q3 2026, its #161 holding.
  • Joseph Group Capital Management first reported a position in CSX Corp in Q4 2025 and has held it in 4 quarters since.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Joseph Group Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.