McClarren Financial Advisors’s CSX Corp CSX Stock Holding History

McClarren 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 Q2	–	Sell	-1,861	Closed	-$54K	–	132
2025 Q1	$54K	Buy	+1,861	New	+$59.1K	0.04%	130
2024 Q4	–	Sell	-2,050	Closed	-$15.8K	–	226
2024 Q3	$15.8K	Buy	2,050 +1,930	+1,608%	+$65.5K	1.99%	11
2024 Q2	$339K	Sell	120 -9,800	-99%	-$333K	0.24%	54
2024 Q1	$368K	Buy	9,920 +1	+0%	+$36	0.26%	54
2023 Q4	$344K	Buy	9,919 +1,861	+23%	+$59.3K	0.26%	53
2023 Q3	$247K	Hold	8,058	–	–	0.22%	58
2023 Q2	$274K	Hold	8,058	–	–	0.23%	56
2023 Q1	$241K	Hold	8,058	–	–	0.22%	60
2022 Q4	$249K	Hold	8,058	–	–	0.24%	59
2022 Q3	$214K	Hold	8,058	–	–	0.21%	60
2022 Q2	$234K	Hold	8,058	–	–	0.75%	26
2022 Q1	$301K	Hold	8,058	–	–	0.22%	50
2021 Q4	$303K	Hold	8,058	–	–	0.21%	49
2021 Q3	$239K	Hold	8,058	–	–	0.19%	46
2021 Q2	$258K	Hold	8,058	–	–	0.21%	43
2021 Q1	$259K	Hold	8,058	–	–	0.23%	39
2020 Q4	$243K	Buy	+8,058	New	+$231K	0.23%	38

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

McClarren Financial Advisors's CSX Position: Q2 2025 in Review

McClarren Financial Advisors sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 1,861 shares — an estimated $54K sold.

McClarren Financial Advisors first reported a position in CSX in Q4 2020 and held it in 17 quarters. The position peaked at $368K in Q1 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

McClarren Financial Advisors reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 1,861 CSX Corp shares in Q2 2025, an estimated $54K.
McClarren Financial Advisors first reported a position in CSX Corp in Q4 2020 and held it in 17 quarters.
McClarren Financial Advisors's CSX Corp position peaked at $368K in Q1 2024.
1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.