Midwest Financial Group’s CSX Corp CSX Stock Holding History

Midwest 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 Q3	$833K	Hold	17,900	–	–	0.28%	71
2026 Q2	$851K	Sell	17,900 -800	-4%	-$36.1K	0.3%	69
2026 Q1	$768K	Hold	18,700	–	–	0.33%	66
2025 Q4	$678K	Sell	18,700 -800	-4%	-$28.6K	0.3%	65
2025 Q3	$692K	Sell	19,500 -300	-2%	-$10.2K	0.33%	59
2025 Q2	$646K	Sell	19,800 -600	-3%	-$18.1K	0.34%	60
2025 Q1	$600K	Sell	20,400 -1,800	-8%	-$57.2K	0.35%	57
2024 Q4	$716K	Sell	22,200 -400	-2%	-$13.7K	0.41%	54
2024 Q3	$780K	Sell	22,600 -500	-2%	-$17K	0.46%	50
2024 Q2	$773K	Sell	23,100 -600	-3%	-$20.4K	0.49%	51
2024 Q1	$879K	Sell	23,700 -9,035	-28%	-$330K	0.59%	47
2023 Q4	$1.14M	Sell	32,735 -1,000	-3%	-$31.9K	0.85%	32
2023 Q3	$1.04M	Sell	33,735 -100	-0.3%	-$3.17K	0.88%	32
2023 Q2	$1.15M	Buy	33,835 +550	+2%	+$17.4K	0.98%	25
2023 Q1	$997K	Buy	+33,285	New	+$1.02M	0.92%	27

Other funds holding CSX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Midwest Financial Group's CSX Position: Q3 2026 in Review

Midwest Financial Group held its CSX Corp (CSX) position steady in Q3 2026 at 17,900 shares worth $833K. The position accounts for 0.28% of the portfolio, ranked #71.

Midwest Financial Group first reported a position in CSX in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.15M in Q2 2023. 507 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Midwest Financial Group held 17,900 shares of CSX Corp worth $833K as of Q3 2026.
Midwest Financial Group left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.28% of Midwest Financial Group's portfolio in Q3 2026, its #71 holding.
Midwest Financial Group first reported a position in CSX Corp in Q1 2023 and has held it in 15 quarters since.
Midwest Financial Group's CSX Corp position peaked at $1.15M in Q2 2023.
507 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.