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Journey Retirement Planning & Investment Management’s CSX Corp CSX Stock Holding History

Journey Retirement Planning & Investment 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 		$205K Sell
4,402
-536
-11% -$26.6K 0.15% 166
2026
Q2 		$235K Buy
+4,938
New +$223K 0.18% 140
2026
Q1 		– Sell
-11,704
Closed -$424K – 159
2025
Q4 		$424K Buy
+11,704
New +$419K 0.09% 164

Other funds holding CSX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CSX Position: Q3 2026 in Review

Journey Retirement Planning & Investment Management reduced its CSX Corp (CSX) stake by 11% in Q3 2026, selling an estimated $26.6K and leaving 4,402 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #166.

Journey Retirement Planning & Investment Management first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 76 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Journey Retirement Planning & Investment Management held 4,402 shares of CSX Corp worth $205K as of Q3 2026.
  • Journey Retirement Planning & Investment Management sold 536 CSX Corp shares in Q3 2026, an estimated $26.6K.
  • CSX Corp made up 0.15% of Journey Retirement Planning & Investment Management's portfolio in Q3 2026, its #166 holding.
  • Journey Retirement Planning & Investment Management first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's CSX Corp position peaked at $424K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.