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Pacific Excel Wealth Advisors’s CSX Corp CSX Stock Holding History

Pacific Excel 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
Q2 		$228K Buy
+4,799
New +$217K 0.09% 198

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pacific Excel Wealth Advisors's CSX Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in CSX Corp (CSX) in Q2 2026: 4,799 shares worth $228K. The stake represents 0.09% of the portfolio and ranks #198 among its holdings.

1,990 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Pacific Excel Wealth Advisors held 4,799 shares of CSX Corp worth $228K as of Q2 2026.
  • CSX Corp was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • CSX Corp made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • 1,990 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.