MFG
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Merit Financial Group’s CSX Corp CSX Stock Holding History

Merit Financial 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
Q2 		$4.79M Buy
100,737
+2,926
+3% +$132K 0.03% 445
2026
Q1 		$4.02M Buy
97,811
+18,311
+23% +$718K 0.03% 453
2025
Q4 		$2.88M Buy
79,500
+14,227
+22% +$509K 0.02% 514
2025
Q3 		$2.32M Buy
65,273
+1,033
+2% +$35.3K 0.02% 515
2025
Q2 		$2.1M Buy
64,240
+32,149
+100% +$967K 0.02% 504
2025
Q1 		$944K Buy
32,091
+6,427
+25% +$204K 0.01% 669
2024
Q4 		$828K Buy
25,664
+8,412
+49% +$288K 0.01% 553
2024
Q3 		$596K Sell
17,252
-1,536
-8% -$52.1K 0.01% 524
2024
Q2 		$628K Buy
18,788
+1,650
+10% +$56K 0.01% 527
2024
Q1 		$580K Buy
17,138
+2,367
+16% +$86.4K 0.01% 536
2023
Q4 		$512K Buy
14,771
+1,243
+9% +$39.6K 0.02% 491
2023
Q3 		$416K Buy
13,528
+2,425
+22% +$76.8K 0.01% 497
2023
Q2 		$379K Buy
11,103
+66
+0.6% +$2.09K 0.01% 529
2023
Q1 		$330K Buy
11,037
+2,351
+27% +$72.3K 0.01% 488
2022
Q4 		$269K Buy
+8,686
New +$261K 0.01% 567

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Merit Financial Group's CSX Position: Q2 2026 in Review

Merit Financial Group increased its CSX Corp (CSX) stake by 3% in Q2 2026, buying an estimated $132K and bringing the position to 100,737 shares worth $4.79M. The position accounts for 0.03% of the portfolio, ranked #445.

Merit Financial Group first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Merit Financial Group held 100,737 shares of CSX Corp worth $4.79M as of Q2 2026.
  • Merit Financial Group bought 2,926 CSX Corp shares in Q2 2026, an estimated $132K.
  • CSX Corp made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #445 holding.
  • Merit Financial Group first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.