Lee Financial’s Norfolk Southern NSC Stock Holding History

Lee Financial’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$227K	Hold	736	–	–	0.03%	146
2026 Q2	$232K	Hold	736	–	–	0.03%	151
2026 Q1	$211K	Hold	736	–	–	0.03%	142
2025 Q4	$212K	Sell	736 -88	-11%	-$25.4K	0.03%	138
2025 Q3	$248K	Buy	+824	New	+$229K	0.03%	161
2024 Q1	–	Sell	-21	Closed	-$4.96K	–	597
2023 Q4	$4.96K	Buy	+21	New	+$4.4K	﹤0.01%	544
2023 Q1	–	Sell	-3	Closed	-$739	–	904
2022 Q4	$739	Hold	3	–	–	﹤0.01%	788
2022 Q3	$1K	Buy	+3	New	+$721	﹤0.01%	770
2018 Q1	–	Sell	-450	Closed	-$65K	–	767
2017 Q4	$65K	Hold	450	–	–	0.02%	177
2017 Q3	$60K	Sell	450 -23	-5%	-$2.8K	0.02%	170
2017 Q2	$58K	Buy	473 +23	+5%	+$2.7K	0.02%	182
2017 Q1	$50K	Sell	450 -153	-25%	-$17.9K	0.02%	173
2016 Q4	$65K	Buy	+603	New	+$60.9K	0.04%	161

Other funds holding NSC

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Lee Financial's NSC Position: Q3 2026 in Review

Lee Financial held its Norfolk Southern (NSC) position steady in Q3 2026 at 736 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #146.

Lee Financial first reported a position in NSC in Q4 2016 and has held it in 13 quarters since. The position peaked at $248K in Q3 2025. 529 funds tracked by Wall St. Rank hold NSC as of Q3 2026.

Lee Financial held 736 shares of Norfolk Southern worth $227K as of Q3 2026.
Lee Financial left its Norfolk Southern share count unchanged in Q3 2026.
Norfolk Southern made up 0.03% of Lee Financial's portfolio in Q3 2026, its #146 holding.
Lee Financial first reported a position in Norfolk Southern in Q4 2016 and has held it in 13 quarters since.
Lee Financial's Norfolk Southern position peaked at $248K in Q3 2025.
529 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.