JF
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Joule Financial’s CSX Corp CSX Stock Holding History

Joule Financial’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 		$236K Sell
4,971
-2,024
-29% -$91.4K 0.06% 102
2026
Q1 		$287K Hold
6,995
– – 0.08% 95
2025
Q4 		$254K Buy
6,995
+1,107
+19% +$39.6K 0.08% 97
2025
Q3 		$209K Buy
+5,888
New +$201K 0.06% 110

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Joule Financial's CSX Position: Q2 2026 in Review

Joule Financial reduced its CSX Corp (CSX) stake by 29% in Q2 2026, selling an estimated $91.4K and leaving 4,971 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #102.

Joule Financial first reported a position in CSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $287K in Q1 2026. 620 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Joule Financial held 4,971 shares of CSX Corp worth $236K as of Q2 2026.
  • Joule Financial sold 2,024 CSX Corp shares in Q2 2026, an estimated $91.4K.
  • CSX Corp made up 0.06% of Joule Financial's portfolio in Q2 2026, its #102 holding.
  • Joule Financial first reported a position in CSX Corp in Q3 2025 and has held it in 4 quarters since.
  • Joule Financial's CSX Corp position peaked at $287K in Q1 2026.
  • 620 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.