Key Client Fiduciary Advisors’s CSX Corp CSX Stock Holding History

Key Client Fiduciary 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 Q3	$499K	Buy	10,731 +31	+0.3%	+$1.54K	0.14%	134
2026 Q2	$509K	Hold	10,700	–	–	0.15%	132
2026 Q1	$439K	Hold	10,700	–	–	0.15%	131
2025 Q4	$388K	Sell	10,700 -1	-0%	-$36	0.13%	135
2025 Q3	$380K	Sell	10,701 -299	-3%	-$10.2K	0.13%	139
2025 Q2	$359K	Buy	11,000 +100	+0.9%	+$3.01K	0.15%	138
2025 Q1	$321K	Sell	10,900 -578	-5%	-$18.4K	0.15%	142
2024 Q4	$370K	Hold	11,478	–	–	0.16%	124
2024 Q3	$396K	Hold	11,478	–	–	0.18%	119
2024 Q2	$384K	Hold	11,478	–	–	0.19%	113
2024 Q1	$425K	Buy	11,478 +249	+2%	+$9.09K	0.23%	110
2023 Q4	$389K	Buy	11,229 +133	+1%	+$4.24K	0.23%	115
2023 Q3	$341K	Hold	11,096	–	–	0.21%	114
2023 Q2	$378K	Buy	11,096 +396	+4%	+$12.5K	0.22%	108
2023 Q1	$320K	Hold	10,700	–	–	0.2%	114
2022 Q4	$331K	Buy	+10,700	New	+$322K	0.22%	103

Other funds holding CSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Key Client Fiduciary Advisors's CSX Position: Q3 2026 in Review

Key Client Fiduciary Advisors increased its CSX Corp (CSX) stake by 0.29% in Q3 2026, buying an estimated $1.54K and bringing the position to 10,731 shares worth $499K. The position accounts for 0.14% of the portfolio, ranked #134.

Key Client Fiduciary Advisors first reported a position in CSX in Q4 2022 and has held it in 16 quarters since. The position peaked at $509K in Q2 2026. 1,235 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Key Client Fiduciary Advisors held 10,731 shares of CSX Corp worth $499K as of Q3 2026.
Key Client Fiduciary Advisors bought 31 CSX Corp shares in Q3 2026, an estimated $1.54K.
CSX Corp made up 0.14% of Key Client Fiduciary Advisors's portfolio in Q3 2026, its #134 holding.
Key Client Fiduciary Advisors first reported a position in CSX Corp in Q4 2022 and has held it in 16 quarters since.
Key Client Fiduciary Advisors's CSX Corp position peaked at $509K in Q2 2026.
1,235 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.