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Opal Wealth Advisors’s CSX Corp CSX Stock Holding History

Opal 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 		$46.5K Buy
+1,133
New +$44.4K 0.01% 418
2025
Q3 		– Sell
-1,340
Closed -$43.7K – 275
2025
Q2 		$43.7K Buy
+1,340
New +$40.3K 0.01% 394
2024
Q3 		– Sell
-587
Closed -$19.6K – 410
2024
Q2 		$19.6K Buy
+587
New +$19.9K 0.01% 515

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

Opal Wealth Advisors's CSX Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in CSX Corp (CSX) in Q1 2026: 1,133 shares worth $46.5K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CSX as recently as Q2 2025.

Opal Wealth Advisors first reported a position in CSX in Q2 2024 and has held it in 3 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Opal Wealth Advisors held 1,133 shares of CSX Corp worth $46.5K as of Q1 2026.
  • CSX Corp was a new Opal Wealth Advisors position in Q1 2026.
  • CSX Corp made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #418 holding.
  • Opal Wealth Advisors first reported a position in CSX Corp in Q2 2024 and has held it in 3 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.