Klein Pavlis & Peasley Financial
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Klein Pavlis & Peasley Financial’s CSX Corp CSX Stock Holding History

Klein Pavlis & Peasley Financial’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 		$2.07M Buy
44,400
+13,200
+42% +$654K 1.05% 34
2026
Q2 		$1.48M Buy
+31,200
New +$1.41M 0.77% 43

Other funds holding CSX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Klein Pavlis & Peasley Financial's CSX Position: Q3 2026 in Review

Klein Pavlis & Peasley Financial increased its CSX Corp (CSX) stake by 42% in Q3 2026, buying an estimated $654K and bringing the position to 44,400 shares worth $2.07M. The position accounts for 1.05% of the portfolio, ranked #34.

Klein Pavlis & Peasley Financial first reported a position in CSX in Q2 2026 and has held it in 2 quarters since. 1,530 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Klein Pavlis & Peasley Financial held 44,400 shares of CSX Corp worth $2.07M as of Q3 2026.
  • Klein Pavlis & Peasley Financial bought 13,200 CSX Corp shares in Q3 2026, an estimated $654K.
  • CSX Corp made up 1.05% of Klein Pavlis & Peasley Financial's portfolio in Q3 2026, its #34 holding.
  • Klein Pavlis & Peasley Financial first reported a position in CSX Corp in Q2 2026 and has held it in 2 quarters since.
  • 1,530 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q3 2026, filed 13 Oct 2026.