Mather Group
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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
Q3 		$7.33M Buy
157,633
+71,481
+83% +$3.54M 0.06% 136
2026
Q2 		$4.09M Buy
86,152
+79,084
+1,119% +$3.57M 0.04% 179
2026
Q1 		$290K Buy
7,068
+355
+5% +$13.9K ﹤0.01% 631
2025
Q4 		$243K Buy
6,713
+270
+4% +$9.7K ﹤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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Mather Group's CSX Position: Q3 2026 in Review

Mather Group increased its CSX Corp (CSX) stake by 83% in Q3 2026, buying an estimated $3.54M and bringing the position to 157,633 shares worth $7.33M. The position accounts for 0.06% of the portfolio, ranked #136.

Mather Group first reported a position in CSX in Q4 2019 and has held it in 16 quarters since. 371 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Mather Group held 157,633 shares of CSX Corp worth $7.33M as of Q3 2026.
  • Mather Group bought 71,481 CSX Corp shares in Q3 2026, an estimated $3.54M.
  • CSX Corp made up 0.06% of Mather Group's portfolio in Q3 2026, its #136 holding.
  • Mather Group first reported a position in CSX Corp in Q4 2019 and has held it in 16 quarters since.
  • 371 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.