N.E.W. Advisory Services’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.3K Buy
574
+257
+81% +$11.6K ﹤0.01% 476
2026
Q1
$13K Hold
317
﹤0.01% 583
2025
Q4
$11.5K Hold
317
﹤0.01% 589
2025
Q3
$11.3K Hold
317
﹤0.01% 557
2025
Q2
$10.3K Hold
317
﹤0.01% 562
2025
Q1
$9.33K Buy
+317
New +$10.1K ﹤0.01% 625

Other funds holding CSX

N.E.W. Advisory Services's CSX Position: Q2 2026 in Review

N.E.W. Advisory Services increased its CSX Corp (CSX) stake by 81% in Q2 2026, buying an estimated $11.6K and bringing the position to 574 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

N.E.W. Advisory Services first reported a position in CSX in Q1 2025 and has held it in 6 quarters since. 1,986 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • N.E.W. Advisory Services held 574 shares of CSX Corp worth $27.3K as of Q2 2026.
  • N.E.W. Advisory Services bought 257 CSX Corp shares in Q2 2026, an estimated $11.6K.
  • CSX Corp made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #476 holding.
  • N.E.W. Advisory Services first reported a position in CSX Corp in Q1 2025 and has held it in 6 quarters since.
  • 1,986 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.