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LGT Financial Advisors’s CSX Corp CSX Stock Holding History

LGT Financial 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
2025
Q3 		– Sell
-29
Closed -$946 – 451
2025
Q2 		$946 Buy
+29
New +$873 ﹤0.01% 396
2024
Q3 		– Sell
-386
Closed -$12.9K – 715
2024
Q2 		$12.9K Buy
+386
New +$13.1K 0.03% 411

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LGT Financial Advisors's CSX Position: Q3 2025 in Review

LGT Financial Advisors sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 29 shares — an estimated $946 sold.

LGT Financial Advisors first reported a position in CSX in Q2 2024 and held it in 2 quarters. The position peaked at $12.9K in Q2 2024. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • LGT Financial Advisors reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 29 CSX Corp shares in Q3 2025, an estimated $946.
  • LGT Financial Advisors first reported a position in CSX Corp in Q2 2024 and held it in 2 quarters.
  • LGT Financial Advisors's CSX Corp position peaked at $12.9K in Q2 2024.
  • 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.