Paragon Private Wealth Management
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Paragon Private Wealth Management’s CSX Corp CSX Stock Holding History

Paragon Private Wealth Management’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 		– Sell
-5,694
Closed -$271K – 201
2026
Q2 		$271K Buy
+5,694
New +$257K 0.07% 200

Other funds holding CSX

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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

Paragon Private Wealth Management's CSX Position: Q3 2026 in Review

Paragon Private Wealth Management sold out of CSX Corp (CSX) in Q3 2026, closing a stake of 5,694 shares — an estimated $271K sold.

Paragon Private Wealth Management first reported a position in CSX in Q2 2026 and held it in 1 quarter. The position peaked at $271K in Q2 2026. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Paragon Private Wealth Management reported no remaining CSX Corp position as of Q3 2026 after selling out during the quarter.
  • Paragon Private Wealth Management sold 5,694 CSX Corp shares in Q3 2026, an estimated $271K.
  • Paragon Private Wealth Management first reported a position in CSX Corp in Q2 2026 and held it in 1 quarter.
  • Paragon Private Wealth Management's CSX Corp position peaked at $271K in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Paragon Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.