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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CSX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in CSX Corp (CSX) in Q2 2026: 4,938 shares worth $235K. The stake represents 0.18% of the portfolio and ranks #140 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in CSX as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in CSX in Q4 2025 and has held it in 2 quarters since. The position peaked at $424K in Q4 2025. 963 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,938 shares of CSX Corp worth $235K as of Q2 2026.
  • CSX Corp was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • CSX Corp made up 0.18% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #140 holding.
  • Journey Retirement Planning & Investment Management first reported a position in CSX Corp in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's CSX Corp position peaked at $424K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.