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Key Financial Inc’s CSX Corp CSX Stock Holding History

Key Financial Inc’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 		$239K Sell
5,025
-60
-1% -$2.71K 0.04% 278
2026
Q1 		$209K Buy
5,085
+2,107
+71% +$82.6K 0.04% 288
2025
Q4 		$108K Buy
2,978
+225
+8% +$8.05K 0.02% 379
2025
Q3 		$96.4K Buy
2,753
+1
+0% +$34 0.02% 401
2025
Q2 		$89.8K Buy
2,752
+391
+17% +$11.8K 0.02% 399
2025
Q1 		$69.5K Hold
2,361
– – 0.02% 423
2024
Q4 		$76.2K Hold
2,361
– – 0.02% 403
2024
Q3 		$81.5K Buy
2,361
+18
+0.8% +$611 0.02% 384
2024
Q2 		$78.4K Hold
2,343
– – 0.02% 379
2024
Q1 		$86.9K Hold
2,343
– – 0.02% 346
2023
Q4 		$81.2K Sell
2,343
-50
-2% -$1.59K 0.02% 342
2023
Q3 		$73.6K Hold
2,393
– – 0.02% 338
2023
Q2 		$81.6K Buy
2,393
+50
+2% +$1.58K 0.03% 334
2023
Q1 		$70.1K Hold
2,343
– – 0.03% 343
2022
Q4 		$62.4K Hold
2,343
– – 0.03% 323
2022
Q3 		$62K Hold
2,343
– – 0.03% 327
2022
Q2 		$69K Hold
2,343
– – 0.04% 302
2022
Q1 		$88K Hold
2,343
– – 0.04% 277
2021
Q4 		$88K Hold
2,343
– – 0.04% 254
2021
Q3 		$70K Hold
2,343
– – 0.04% 287
2021
Q2 		$76K Buy
2,343
+402
+21% +$13.3K 0.04% 279
2021
Q1 		$62K Hold
1,941
– – 0.04% 242
2020
Q4 		$59K Buy
+1,941
New +$55.8K 0.04% 228
2020
Q2 		– Sell
-1,941
Closed -$38K – 196
2020
Q1 		$38K Buy
+1,941
New +$45.3K 0.04% 245

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Key Financial Inc's CSX Position: Q2 2026 in Review

Key Financial Inc reduced its CSX Corp (CSX) stake by 1.2% in Q2 2026, selling an estimated $2.71K and leaving 5,025 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #278.

Key Financial Inc first reported a position in CSX in Q1 2020 and has held it in 24 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Key Financial Inc held 5,025 shares of CSX Corp worth $239K as of Q2 2026.
  • Key Financial Inc sold 60 CSX Corp shares in Q2 2026, an estimated $2.71K.
  • CSX Corp made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #278 holding.
  • Key Financial Inc first reported a position in CSX Corp in Q1 2020 and has held it in 24 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.