KF
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Krilogy Financial’s CSX Corp CSX Stock Holding History

Krilogy 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
Q2 		$732K Sell
15,394
-186
-1% -$8.4K 0.02% 492
2026
Q1 		$666K Buy
15,580
+1,186
+8% +$46.5K 0.02% 491
2025
Q4 		$539K Buy
14,394
+2,462
+21% +$88.1K 0.02% 535
2025
Q3 		$421K Buy
+11,932
New +$407K 0.02% 573
2024
Q3 		– Sell
-27,910
Closed -$934K – 218
2024
Q2 		$934K Buy
+27,910
New +$948K 0.07% 167
2020
Q2 		– Sell
-29,952
Closed -$572K – 222
2020
Q1 		$572K Buy
+29,952
New +$699K 0.11% 109
2017
Q4 		– Sell
-1,884
Closed -$34K – 773
2017
Q3 		$34K Sell
1,884
-243
-11% -$4.17K 0.01% 397
2017
Q2 		$39K Sell
2,127
-63
-3% -$1.08K 0.01% 343
2017
Q1 		$26K Hold
2,190
– – 0.01% 383
2016
Q4 		$26K Hold
2,190
– – 0.01% 383
2016
Q3 		$22K Hold
2,190
– – 0.01% 425
2016
Q2 		$19K Hold
2,190
– – 0.01% 450
2016
Q1 		$19K Buy
+2,190
New +$17.8K 0.01% 396

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

Krilogy Financial's CSX Position: Q2 2026 in Review

Krilogy Financial reduced its CSX Corp (CSX) stake by 1.2% in Q2 2026, selling an estimated $8.4K and leaving 15,394 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #492.

Krilogy Financial first reported a position in CSX in Q1 2016 and has held it in 13 quarters since. The position peaked at $934K in Q2 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Krilogy Financial held 15,394 shares of CSX Corp worth $732K as of Q2 2026.
  • Krilogy Financial sold 186 CSX Corp shares in Q2 2026, an estimated $8.4K.
  • CSX Corp made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #492 holding.
  • Krilogy Financial first reported a position in CSX Corp in Q1 2016 and has held it in 13 quarters since.
  • Krilogy Financial's CSX Corp position peaked at $934K in Q2 2024.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.