Mather Group’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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% +$9.66K ﹤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

Mather Group's CSX Position: Q2 2026 in Review

Mather Group increased its CSX Corp (CSX) stake by 1,119% in Q2 2026, buying an estimated $3.57M and bringing the position to 86,152 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #179.

Mather Group first reported a position in CSX in Q4 2019 and has held it in 15 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Mather Group held 86,152 shares of CSX Corp worth $4.09M as of Q2 2026.
  • Mather Group bought 79,084 CSX Corp shares in Q2 2026, an estimated $3.57M.
  • CSX Corp made up 0.04% of Mather Group's portfolio in Q2 2026, its #179 holding.
  • Mather Group first reported a position in CSX Corp in Q4 2019 and has held it in 15 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.