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Optima Capital’s CSX Corp CSX Stock Holding History

Optima Capital’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 		– Sell
-943
Closed -$34.2K – 405
2025
Q4 		$34.2K Buy
+943
New +$33.7K 0.01% 355

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

Optima Capital's CSX Position: Q1 2026 in Review

Optima Capital sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 943 shares — an estimated $34.2K sold.

Optima Capital first reported a position in CSX in Q4 2025 and held it in 1 quarter. The position peaked at $34.2K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Optima Capital reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 943 CSX Corp shares in Q1 2026, an estimated $34.2K.
  • Optima Capital first reported a position in CSX Corp in Q4 2025 and held it in 1 quarter.
  • Optima Capital's CSX Corp position peaked at $34.2K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.