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Kestra Advisory Services’s CSX Corp CSX Stock Holding History

Kestra Advisory Services’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
Q1 		$14.4M Buy
350,232
+42,030
+14% +$1.65M 0.05% 355
2025
Q4 		$11.2M Buy
308,202
+63,264
+26% +$2.26M 0.05% 391
2025
Q3 		$8.7M Buy
244,938
+54,679
+29% +$1.87M 0.04% 445
2025
Q2 		$6.21M Sell
190,259
-6,949
-4% -$209K 0.03% 543
2025
Q1 		$5.8M Sell
197,208
-22,150
-10% -$704K 0.03% 520
2024
Q4 		$7.08M Sell
219,358
-17,192
-7% -$590K 0.04% 455
2024
Q3 		$8.17M Buy
236,550
+13,591
+6% +$461K 0.05% 422
2024
Q2 		$7.36M Buy
222,959
+32,951
+17% +$1.12M 0.04% 460
2024
Q1 		$7.04M Buy
190,008
+654
+0.3% +$23.9K 0.05% 411
2023
Q4 		$6.56M Sell
189,354
-14,198
-7% -$452K 0.05% 371
2023
Q3 		$6.26M Sell
203,552
-8,242
-4% -$261K 0.06% 327
2023
Q2 		$7.22M Buy
211,794
+40,948
+24% +$1.3M 0.07% 289
2023
Q1 		$5.12M Sell
170,846
-15,240
-8% -$468K 0.06% 344
2022
Q4 		$5.76M Buy
186,086
+12,327
+7% +$371K 0.05% 385
2022
Q3 		$4.63M Buy
173,759
+15,060
+9% +$468K 0.05% 390
2022
Q2 		$4.61M Sell
158,699
-14,418
-8% -$470K 0.05% 381
2022
Q1 		$6.48M Sell
173,117
-6,636
-4% -$235K 0.07% 310
2021
Q4 		$6.76M Sell
179,753
-9,505
-5% -$335K 0.07% 300
2021
Q3 		$5.63M Buy
189,258
+33,400
+21% +$1.07M 0.06% 350
2021
Q2 		$5M Sell
155,858
-673
-0.4% -$22.2K 0.06% 362
2021
Q1 		$5.03M Sell
156,531
-21,609
-12% -$660K 0.06% 336
2020
Q4 		$5.36M Buy
178,140
+38,559
+28% +$1.11M 0.06% 317
2020
Q3 		$3.62M Buy
+139,581
New +$3.44M 0.07% 296

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kestra Advisory Services's CSX Position: Q1 2026 in Review

Kestra Advisory Services increased its CSX Corp (CSX) stake by 14% in Q1 2026, buying an estimated $1.65M and bringing the position to 350,232 shares worth $14.4M. The position accounts for 0.05% of the portfolio, ranked #355.

Kestra Advisory Services first reported a position in CSX in Q3 2020 and has held it in 23 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Kestra Advisory Services held 350,232 shares of CSX Corp worth $14.4M as of Q1 2026.
  • Kestra Advisory Services bought 42,030 CSX Corp shares in Q1 2026, an estimated $1.65M.
  • CSX Corp made up 0.05% of Kestra Advisory Services's portfolio in Q1 2026, its #355 holding.
  • Kestra Advisory Services first reported a position in CSX Corp in Q3 2020 and has held it in 23 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.