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MJT & Associates Financial Advisory’s CSX Corp CSX Stock Holding History

MJT & Associates Financial Advisory’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 		$8.51K Hold
183
– – 0.01% 211
2026
Q2 		$8.7K Buy
183
+119
+186% +$5.37K 0.01% 219
2026
Q1 		$2.63K Buy
+64
New +$2.51K ﹤0.01% 351

Other funds holding CSX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MJT & Associates Financial Advisory's CSX Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its CSX Corp (CSX) position steady in Q3 2026 at 183 shares worth $8.51K. The position accounts for 0.01% of the portfolio, ranked #211.

MJT & Associates Financial Advisory first reported a position in CSX in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.7K in Q2 2026. 74 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • MJT & Associates Financial Advisory held 183 shares of CSX Corp worth $8.51K as of Q3 2026.
  • MJT & Associates Financial Advisory left its CSX Corp share count unchanged in Q3 2026.
  • CSX Corp made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #211 holding.
  • MJT & Associates Financial Advisory first reported a position in CSX Corp in Q1 2026 and has held it in 3 quarters since.
  • MJT & Associates Financial Advisory's CSX Corp position peaked at $8.7K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.