MG
CSX icon

Mather Group’s CSX Corp CSX Stock Holding History

Mather Group’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 		$290K Buy
7,068
+355
+5% +$13.9K ﹤0.01% 631
2025
Q4 		$243K Buy
6,713
+270
+4% +$9.66K ﹤0.01% 578
2025
Q3 		$229K Sell
6,443
-200
-3% -$6.83K ﹤0.01% 589
2025
Q2 		$217K Sell
6,643
-2,468
-27% -$74.3K ﹤0.01% 582
2025
Q1 		$268K Buy
9,111
+918
+11% +$29.2K ﹤0.01% 510
2024
Q4 		$264K Sell
8,193
-296
-3% -$10.2K ﹤0.01% 491
2024
Q3 		$293K Sell
8,489
-1,559
-16% -$52.9K ﹤0.01% 476
2024
Q2 		$372K Buy
10,048
+1,191
+13% +$40.4K ﹤0.01% 479
2024
Q1 		$307K Buy
8,857
+115
+1% +$4.2K ﹤0.01% 437
2023
Q4 		$303K Sell
8,742
-114
-1% -$3.63K ﹤0.01% 452
2023
Q3 		$272K Sell
8,856
-2,090
-19% -$66.2K ﹤0.01% 459
2023
Q2 		$373K Buy
+10,946
New +$346K 0.01% 410
2022
Q1 		– Sell
-5,455
Closed -$205K – 449
2021
Q4 		$205K Buy
+5,455
New +$192K ﹤0.01% 379
2020
Q1 		– Sell
-10,629
Closed -$256K – 148
2019
Q4 		$256K Buy
+10,629
New +$251K 0.02% 145

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mather Group's CSX Position: Q1 2026 in Review

Mather Group increased its CSX Corp (CSX) stake by 5.3% in Q1 2026, buying an estimated $13.9K and bringing the position to 7,068 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Mather Group first reported a position in CSX in Q4 2019 and has held it in 14 quarters since. The position peaked at $373K in Q2 2023. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Mather Group held 7,068 shares of CSX Corp worth $290K as of Q1 2026.
  • Mather Group bought 355 CSX Corp shares in Q1 2026, an estimated $13.9K.
  • CSX Corp made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #631 holding.
  • Mather Group first reported a position in CSX Corp in Q4 2019 and has held it in 14 quarters since.
  • Mather Group's CSX Corp position peaked at $373K in Q2 2023.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.