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Northeast Financial Consultants’s CSX Corp CSX Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$333K Hold
10,200
– – 0.01% 238
2025
Q1 		$300K Hold
10,200
– – 0.01% 240
2024
Q4 		$329K Hold
10,200
– – 0.01% 237
2024
Q3 		$352K Hold
10,200
– – 0.02% 228
2024
Q2 		$341K Hold
10,200
– – 0.02% 220
2024
Q1 		$378K Sell
10,200
-6,743
-40% -$246K 0.02% 219
2023
Q4 		$587K Hold
16,943
– – 0.03% 175
2023
Q3 		$521K Hold
16,943
– – 0.03% 176
2023
Q2 		$578K Hold
16,943
– – 0.04% 167
2023
Q1 		$507K Hold
16,943
– – 0.03% 184
2022
Q4 		$525K Buy
16,943
+6,743
+66% +$203K 0.04% 178
2022
Q3 		$272K Hold
10,200
– – 0.02% 275
2022
Q2 		$296K Sell
10,200
-420
-4% -$13.7K 0.02% 258
2022
Q1 		$398K Buy
10,620
+420
+4% +$14.9K 0.02% 260
2021
Q4 		$384K Hold
10,200
– – 0.02% 252
2021
Q3 		$303K Hold
10,200
– – 0.02% 284
2021
Q2 		$327K Hold
10,200
– – 0.02% 272
2021
Q1 		$328K Hold
10,200
– – 0.03% 260
2020
Q4 		$309K Hold
10,200
– – 0.03% 251
2020
Q3 		$264K Sell
10,200
-780,000
-99% -$19.2M 0.02% 244
2020
Q2 		$18.4M Hold
790,200
– – 1.76% 14
2020
Q1 		$15.1M Sell
790,200
-1,875
-0.2% -$43.8K 1.71% 16
2019
Q4 		$19.1M Sell
792,075
-141
-0% -$3.33K 1.71% 14
2019
Q3 		$18.3M Hold
792,216
– – 1.86% 11
2019
Q2 		$20.4M Hold
792,216
– – 2.1% 10
2019
Q1 		$19.8M Sell
792,216
-237
-0% -$5.49K 2.19% 8
2018
Q4 		$16.4M Buy
792,453
+781,437
+7,094% +$18M 2.28% 8
2018
Q3 		$271K Buy
+11,016
New +$262K 0.07% 122

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northeast Financial Consultants's CSX Position: Q2 2025 in Review

Northeast Financial Consultants held its CSX Corp (CSX) position steady in Q2 2025 at 10,200 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #238.

Northeast Financial Consultants first reported a position in CSX in Q3 2018 and has held it in 28 quarters since. The position peaked at $20.4M in Q2 2019. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Northeast Financial Consultants held 10,200 shares of CSX Corp worth $333K as of Q2 2025.
  • Northeast Financial Consultants left its CSX Corp share count unchanged in Q2 2025.
  • CSX Corp made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #238 holding.
  • Northeast Financial Consultants first reported a position in CSX Corp in Q3 2018 and has held it in 28 quarters since.
  • Northeast Financial Consultants's CSX Corp position peaked at $20.4M in Q2 2019.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.