Optivise Advisory Services
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Optivise Advisory Services’s CSX Corp CSX Stock Holding History

Optivise Advisory 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
Q3 		$351K Buy
7,542
+400
+6% +$19.8K 0.17% 140
2026
Q2 		$339K Buy
7,142
+730
+11% +$33K 0.17% 144
2026
Q1 		$263K Buy
6,412
+481
+8% +$18.9K 0.16% 148
2025
Q4 		$215K Buy
+5,931
New +$212K 0.12% 181

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Optivise Advisory Services's CSX Position: Q3 2026 in Review

Optivise Advisory Services increased its CSX Corp (CSX) stake by 5.6% in Q3 2026, buying an estimated $19.8K and bringing the position to 7,542 shares worth $351K. The position accounts for 0.17% of the portfolio, ranked #140.

Optivise Advisory Services first reported a position in CSX in Q4 2025 and has held it in 4 quarters since. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Optivise Advisory Services held 7,542 shares of CSX Corp worth $351K as of Q3 2026.
  • Optivise Advisory Services bought 400 CSX Corp shares in Q3 2026, an estimated $19.8K.
  • CSX Corp made up 0.17% of Optivise Advisory Services's portfolio in Q3 2026, its #140 holding.
  • Optivise Advisory Services first reported a position in CSX Corp in Q4 2025 and has held it in 4 quarters since.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.