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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Key Client Fiduciary Advisors's CSX Position: Q2 2026 in Review

Key Client Fiduciary Advisors held its CSX Corp (CSX) position steady in Q2 2026 at 10,700 shares worth $509K. The position accounts for 0.15% of the portfolio, ranked #132.

Key Client Fiduciary Advisors first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Key Client Fiduciary Advisors held 10,700 shares of CSX Corp worth $509K as of Q2 2026.
Key Client Fiduciary Advisors left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.15% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #132 holding.
Key Client Fiduciary Advisors first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.