Kapstone Financial Advisors’s CSX Corp CSX Stock Holding History

Kapstone Financial Advisors’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	$832K	Sell	17,515 -1,200	-6%	-$54.2K	0.35%	55
2026 Q1	$768K	Hold	18,715	–	–	0.38%	48
2025 Q4	$678K	Sell	18,715 -63	-0.3%	-$2.25K	0.34%	50
2025 Q3	$667K	Hold	18,778	–	–	0.31%	48
2025 Q2	$613K	Hold	18,778	–	–	0.31%	50
2025 Q1	$553K	Hold	18,778	–	–	0.31%	52
2024 Q4	$619K	Hold	18,778	–	–	0.33%	50
2024 Q3	$648K	Hold	18,778	–	–	0.39%	49
2024 Q2	$628K	Sell	18,778 -200	-1%	-$6.79K	0.41%	45
2024 Q1	$704K	Sell	18,978 -133	-0.7%	-$4.85K	0.48%	39
2023 Q4	$669K	Sell	19,111 -1,284	-6%	-$40.9K	0.52%	35
2023 Q3	$627K	Hold	20,395	–	–	0.56%	34
2023 Q2	$679K	Hold	20,395	–	–	0.56%	34
2023 Q1	$620K	Hold	20,395	–	–	0.56%	37
2022 Q4	$666K	Buy	+20,395	New	+$613K	0.61%	36

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kapstone Financial Advisors's CSX Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its CSX Corp (CSX) stake by 6.4% in Q2 2026, selling an estimated $54.2K and leaving 17,515 shares worth $832K. The position accounts for 0.35% of the portfolio, ranked #55.

Kapstone Financial Advisors first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Kapstone Financial Advisors held 17,515 shares of CSX Corp worth $832K as of Q2 2026.
Kapstone Financial Advisors sold 1,200 CSX Corp shares in Q2 2026, an estimated $54.2K.
CSX Corp made up 0.35% of Kapstone Financial Advisors's portfolio in Q2 2026, its #55 holding.
Kapstone Financial Advisors first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.