KCFA
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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
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

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return