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Kestra Investment Management’s CSX Corp CSX Stock Holding History

Kestra 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
Q1 		$304K Buy
+7,408
New +$290K 0.01% 361
2025
Q3 		– Sell
-7,991
Closed -$258K – 555
2025
Q2 		$258K Buy
7,991
+7,226
+945% +$217K ﹤0.01% 449
2025
Q1 		$22.5K Sell
765
-1,558
-67% -$49.5K ﹤0.01% 547
2024
Q4 		$75K Buy
+2,323
New +$79.7K ﹤0.01% 471

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 Investment Management's CSX Position: Q1 2026 in Review

Kestra Investment Management opened a new position in CSX Corp (CSX) in Q1 2026: 7,408 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in CSX as recently as Q2 2025.

Kestra Investment Management first reported a position in CSX in Q4 2024 and has held it in 4 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Kestra Investment Management held 7,408 shares of CSX Corp worth $304K as of Q1 2026.
  • CSX Corp was a new Kestra Investment Management position in Q1 2026.
  • CSX Corp made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #361 holding.
  • Kestra Investment Management first reported a position in CSX Corp in Q4 2024 and has held it in 4 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.