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OLIO Financial Planning’s CSX Corp CSX Stock Holding History

OLIO Financial Planning’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
Q2 		– Sell
-5,600
Closed -$230K – 69
2026
Q1 		$230K Hold
5,600
– – 0.06% 61
2025
Q4 		$203K Buy
+5,600
New +$200K 0.06% 69

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

OLIO Financial Planning's CSX Position: Q2 2026 in Review

OLIO Financial Planning sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 5,600 shares — an estimated $230K sold.

OLIO Financial Planning first reported a position in CSX in Q4 2025 and held it in 2 quarters. The position peaked at $230K in Q1 2026. 416 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • OLIO Financial Planning reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • OLIO Financial Planning sold 5,600 CSX Corp shares in Q2 2026, an estimated $230K.
  • OLIO Financial Planning first reported a position in CSX Corp in Q4 2025 and held it in 2 quarters.
  • OLIO Financial Planning's CSX Corp position peaked at $230K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.