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Kestra Private Wealth Services’s CSX Corp CSX Stock Holding History

Kestra Private Wealth 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 		$4.29M Sell
104,537
-3,423
-3% -$134K 0.05% 357
2025
Q4 		$3.91M Buy
107,960
+2,483
+2% +$88.9K 0.05% 361
2025
Q3 		$3.75M Buy
105,477
+16,159
+18% +$552K 0.05% 368
2025
Q2 		$2.91M Sell
89,318
-51,315
-36% -$1.54M 0.04% 399
2025
Q1 		$4.14M Buy
140,633
+2,841
+2% +$90.2K 0.07% 286
2024
Q4 		$4.45M Buy
137,792
+12,072
+10% +$414K 0.08% 265
2024
Q3 		$4.34M Buy
125,720
+39,711
+46% +$1.35M 0.08% 257
2024
Q2 		$2.88M Sell
86,009
-1,687
-2% -$57.3K 0.06% 306
2024
Q1 		$3.25M Sell
87,696
-1,969
-2% -$71.9K 0.07% 271
2023
Q4 		$3.11M Sell
89,665
-12,733
-12% -$406K 0.08% 262
2023
Q3 		$3.15M Buy
102,398
+20,877
+26% +$661K 0.1% 227
2023
Q2 		$2.78M Sell
81,521
-2,635
-3% -$83.3K 0.1% 238
2023
Q1 		$2.52M Buy
84,156
+13,579
+19% +$417K 0.1% 218
2022
Q4 		$2.19M Buy
70,577
+1,663
+2% +$50K 0.11% 215
2022
Q3 		$1.84M Buy
68,914
+24,033
+54% +$747K 0.11% 222
2022
Q2 		$1.3M Buy
44,881
+6,862
+18% +$224K 0.07% 294
2022
Q1 		$1.42M Sell
38,019
-4,822
-11% -$171K 0.07% 295
2021
Q4 		$1.61M Buy
42,841
+1,771
+4% +$62.5K 0.08% 278
2021
Q3 		$1.22M Sell
41,070
-9,631
-19% -$308K 0.07% 306
2021
Q2 		$1.63M Buy
50,701
+11,917
+31% +$393K 0.1% 233
2021
Q1 		$1.25M Buy
38,784
+4,341
+13% +$133K 0.09% 253
2020
Q4 		$1.04M Buy
34,443
+2,697
+8% +$77.5K 0.08% 262
2020
Q3 		$822K Buy
+31,746
New +$783K 0.07% 273

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 Private Wealth Services's CSX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its CSX Corp (CSX) stake by 3.2% in Q1 2026, selling an estimated $134K and leaving 104,537 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #357.

Kestra Private Wealth Services first reported a position in CSX in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.45M in Q4 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Kestra Private Wealth Services held 104,537 shares of CSX Corp worth $4.29M as of Q1 2026.
  • Kestra Private Wealth Services sold 3,423 CSX Corp shares in Q1 2026, an estimated $134K.
  • CSX Corp made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #357 holding.
  • Kestra Private Wealth Services first reported a position in CSX Corp in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's CSX Corp position peaked at $4.45M in Q4 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.