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Kovack Advisors’s CSX Corp CSX Stock Holding History

Kovack 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 		$396K Sell
8,226
-752
-8% -$34K 0.02% 700
2026
Q1 		$371K Sell
8,978
-72
-0.8% -$2.82K 0.02% 685
2025
Q4 		$328K Buy
+9,050
New +$324K 0.02% 733
2023
Q2 		– Sell
-6,850
Closed -$205K – 594
2023
Q1 		$205K Sell
6,850
-1,259
-16% -$38.7K 0.03% 511
2022
Q4 		$251K Buy
8,109
+4
+0% +$120 0.04% 453
2022
Q3 		$216K Sell
8,105
-4,077
-33% -$127K 0.03% 507
2022
Q2 		$354K Buy
12,182
+242
+2% +$7.89K 0.05% 405
2022
Q1 		$447K Sell
11,940
-634
-5% -$22.4K 0.05% 417
2021
Q4 		$473K Buy
12,574
+5,848
+87% +$206K 0.05% 397
2021
Q3 		$200K Buy
+6,726
New +$215K 0.02% 653

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

Kovack Advisors's CSX Position: Q2 2026 in Review

Kovack Advisors reduced its CSX Corp (CSX) stake by 8.4% in Q2 2026, selling an estimated $34K and leaving 8,226 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #700.

Kovack Advisors first reported a position in CSX in Q3 2021 and has held it in 10 quarters since. The position peaked at $473K in Q4 2021. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Kovack Advisors held 8,226 shares of CSX Corp worth $396K as of Q2 2026.
  • Kovack Advisors sold 752 CSX Corp shares in Q2 2026, an estimated $34K.
  • CSX Corp made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #700 holding.
  • Kovack Advisors first reported a position in CSX Corp in Q3 2021 and has held it in 10 quarters since.
  • Kovack Advisors's CSX Corp position peaked at $473K in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.