Kingswood Wealth Advisors’s CSX Corp CSX Stock Holding History

Kingswood Wealth 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	$909K	Buy	19,116 +5,174	+37%	+$234K	0.04%	429
2026 Q1	$572K	Buy	13,942 +90	+0.6%	+$3.53K	0.03%	513
2025 Q4	$502K	Buy	13,852 +5,528	+66%	+$198K	0.02%	522
2025 Q3	$296K	Buy	8,324 +331	+4%	+$11.3K	0.02%	636
2025 Q2	$261K	Sell	7,993 -2,326	-23%	-$70K	0.02%	616
2025 Q1	$304K	Sell	10,319 -1,227	-11%	-$39K	0.03%	542
2024 Q4	$373K	Sell	11,546 -6,571	-36%	-$225K	0.03%	532
2024 Q3	$626K	Buy	18,117 +1,322	+8%	+$44.9K	0.04%	399
2024 Q2	$562K	Buy	16,795 +3,191	+23%	+$108K	0.05%	359
2024 Q1	$504K	Buy	13,604 +6,251	+85%	+$228K	0.06%	345
2023 Q4	$255K	Buy	+7,353	New	+$234K	0.03%	518

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

Kingswood Wealth Advisors's CSX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its CSX Corp (CSX) stake by 37% in Q2 2026, buying an estimated $234K and bringing the position to 19,116 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #429.

Kingswood Wealth Advisors first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Kingswood Wealth Advisors held 19,116 shares of CSX Corp worth $909K as of Q2 2026.
Kingswood Wealth Advisors bought 5,174 CSX Corp shares in Q2 2026, an estimated $234K.
CSX Corp made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #429 holding.
Kingswood Wealth Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.