NRWA
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North Ridge Wealth Advisors’s CSX Corp CSX Stock Holding History

North Ridge Wealth Advisors’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
Q1 		$3.69K Hold
90
– – ﹤0.01% 159
2025
Q4 		$3.26K Hold
90
– – ﹤0.01% 146
2025
Q3 		$3.2K Hold
90
– – ﹤0.01% 153
2025
Q2 		$2.94K Hold
90
– – ﹤0.01% 145
2025
Q1 		$2.65K Hold
90
– – ﹤0.01% 134
2024
Q4 		$2.9K Buy
+90
New +$3.09K ﹤0.01% 144

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

North Ridge Wealth Advisors's CSX Position: Q1 2026 in Review

North Ridge Wealth Advisors held its CSX Corp (CSX) position steady in Q1 2026 at 90 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

North Ridge Wealth Advisors first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • North Ridge Wealth Advisors held 90 shares of CSX Corp worth $3.69K as of Q1 2026.
  • North Ridge Wealth Advisors left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #159 holding.
  • North Ridge Wealth Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.