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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kovack Advisors's CSX Position: Q1 2026 in Review

Kovack Advisors reduced its CSX Corp (CSX) stake by 0.8% in Q1 2026, selling an estimated $2.82K and leaving 8,978 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #685.

Kovack Advisors first reported a position in CSX in Q3 2021 and has held it in 9 quarters since. The position peaked at $473K in Q4 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Kovack Advisors held 8,978 shares of CSX Corp worth $371K as of Q1 2026.
Kovack Advisors sold 72 CSX Corp shares in Q1 2026, an estimated $2.82K.
CSX Corp made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #685 holding.
Kovack Advisors first reported a position in CSX Corp in Q3 2021 and has held it in 9 quarters since.
Kovack Advisors's CSX Corp position peaked at $473K in Q4 2021.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.