Midwest Trust
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Midwest Trust’s CSX Corp CSX Stock Holding History

Midwest Trust’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 		$15.8M Sell
339,571
-2,530
-0.7% -$125K 0.18% 120
2026
Q2 		$16.3M Sell
342,101
-4,130
-1% -$186K 0.18% 119
2026
Q1 		$14.2M Buy
346,231
+2,444
+0.7% +$95.8K 0.18% 125
2025
Q4 		$12.5M Sell
343,787
-1,042
-0.3% -$37.3K 0.16% 132
2025
Q3 		$12.2M Sell
344,829
-4,287
-1% -$146K 0.16% 136
2025
Q2 		$11.4M Buy
+349,116
New +$10.5M 0.16% 139

Other funds holding CSX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Midwest Trust's CSX Position: Q3 2026 in Review

Midwest Trust reduced its CSX Corp (CSX) stake by 0.74% in Q3 2026, selling an estimated $125K and leaving 339,571 shares worth $15.8M. The position accounts for 0.18% of the portfolio, ranked #120.

Midwest Trust first reported a position in CSX in Q2 2025 and has held it in 6 quarters since. The position peaked at $16.3M in Q2 2026. 559 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Midwest Trust held 339,571 shares of CSX Corp worth $15.8M as of Q3 2026.
  • Midwest Trust sold 2,530 CSX Corp shares in Q3 2026, an estimated $125K.
  • CSX Corp made up 0.18% of Midwest Trust's portfolio in Q3 2026, its #120 holding.
  • Midwest Trust first reported a position in CSX Corp in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's CSX Corp position peaked at $16.3M in Q2 2026.
  • 559 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.