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OneAscent Financial Services’s CSX Corp CSX Stock Holding History

OneAscent Financial Services’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 		$384K Buy
9,358
+2,149
+30% +$84.2K 0.02% 399
2025
Q4 		$261K Sell
7,209
-124
-2% -$4.44K 0.02% 385
2025
Q3 		$260K Sell
7,333
-2,246
-23% -$76.7K 0.03% 339
2025
Q2 		$315K Sell
9,579
-10,319
-52% -$311K 0.02% 400
2025
Q1 		$586K Buy
19,898
+10,233
+106% +$325K 0.04% 308
2024
Q4 		$312K Buy
+9,665
New +$331K 0.03% 351
2024
Q2 		– Sell
-14,633
Closed -$542K – 271
2024
Q1 		$542K Buy
14,633
+2,638
+22% +$96.3K 0.06% 195
2023
Q4 		$416K Buy
11,995
+3,964
+49% +$126K 0.05% 215
2023
Q3 		$247K Buy
+8,031
New +$254K 0.06% 215
2023
Q2 		– Sell
-9,775
Closed -$293K – 144
2023
Q1 		$293K Sell
9,775
-3,136
-24% -$96.4K 0.12% 113
2022
Q4 		$400K Buy
12,911
+1,671
+15% +$50.3K 0.17% 72
2022
Q3 		$299K Sell
11,240
-5,066
-31% -$157K 0.12% 120
2022
Q2 		$474K Buy
16,306
+7,212
+79% +$235K 0.21% 83
2022
Q1 		$341K Buy
+9,094
New +$322K 0.24% 74
2021
Q1 		– Sell
-11,463
Closed -$347K – 149
2020
Q4 		$347K Sell
11,463
-14,823
-56% -$426K 0.37% 62
2020
Q3 		$681K Buy
26,286
+2,754
+12% +$67.9K 0.36% 46
2020
Q2 		$547K Buy
23,532
+48
+0.2% +$1.06K 0.37% 50
2020
Q1 		$449K Sell
23,484
-2,088
-8% -$48.8K 0.34% 48
2019
Q4 		$617K Buy
+25,572
New +$605K 0.34% 40
2019
Q3 		– Sell
-32,790
Closed -$846K – 59
2019
Q2 		$846K Buy
+32,790
New +$845K 0.58% 15

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

OneAscent Financial Services's CSX Position: Q1 2026 in Review

OneAscent Financial Services increased its CSX Corp (CSX) stake by 30% in Q1 2026, buying an estimated $84.2K and bringing the position to 9,358 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #399.

OneAscent Financial Services first reported a position in CSX in Q2 2019 and has held it in 20 quarters since. The position peaked at $846K in Q2 2019. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • OneAscent Financial Services held 9,358 shares of CSX Corp worth $384K as of Q1 2026.
  • OneAscent Financial Services bought 2,149 CSX Corp shares in Q1 2026, an estimated $84.2K.
  • CSX Corp made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #399 holding.
  • OneAscent Financial Services first reported a position in CSX Corp in Q2 2019 and has held it in 20 quarters since.
  • OneAscent Financial Services's CSX Corp position peaked at $846K in Q2 2019.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.