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Patriot Financial Group Insurance Agency’s CSX Corp CSX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$458K Sell
9,853
-9,993
-50% -$451K 0.05% 320
2026
Q1 		$815K Buy
19,846
+10,121
+104% +$397K 0.05% 333
2025
Q4 		$353K Sell
9,725
-117
-1% -$4.19K 0.04% 361
2025
Q3 		$349K Sell
9,842
-4,448
-31% -$152K 0.04% 351
2025
Q2 		$466K Buy
14,290
+406
+3% +$12.2K 0.05% 321
2025
Q1 		$409K Buy
13,884
+317
+2% +$10.1K 0.05% 331
2024
Q4 		$438K Buy
13,567
+75
+0.6% +$2.57K 0.06% 304
2024
Q3 		$466K Sell
13,492
-612
-4% -$20.8K 0.06% 304
2024
Q2 		$472K Buy
14,104
+402
+3% +$13.7K 0.07% 280
2024
Q1 		$508K Buy
13,702
+1,334
+11% +$48.7K 0.08% 269
2023
Q4 		$429K Sell
12,368
-5,230
-30% -$167K 0.08% 268
2023
Q3 		$541K Sell
17,598
-523
-3% -$16.6K 0.11% 216
2023
Q2 		$618K Buy
18,121
+5,416
+43% +$171K 0.12% 206
2023
Q1 		$380K Sell
12,705
-2,109
-14% -$64.8K 0.08% 278
2022
Q4 		$459K Sell
14,814
-89
-0.6% -$2.68K 0.06% 224
2022
Q3 		$397K Buy
14,903
+463
+3% +$14.4K 0.1% 230
2022
Q2 		$420K Sell
14,440
-1,104
-7% -$36K 0.09% 229
2022
Q1 		$582K Sell
15,544
-683
-4% -$24.2K 0.1% 212
2021
Q4 		$610K Buy
16,227
+1,388
+9% +$48.9K 0.1% 205
2021
Q3 		$441K Buy
14,839
+2,741
+23% +$87.8K 0.08% 261
2021
Q2 		$388K Buy
12,098
+317
+3% +$10.5K 0.07% 281
2021
Q1 		$379K Buy
11,781
+231
+2% +$7.05K 0.09% 239
2020
Q4 		$349K Buy
11,550
+456
+4% +$13.1K 0.09% 231
2020
Q3 		$287K Sell
11,094
-171
-2% -$4.22K 0.09% 206
2020
Q2 		$262K Sell
11,265
-6
-0.1% -$133 0.1% 195
2020
Q1 		$215K Buy
11,271
+930
+9% +$21.7K 0.1% 197
2019
Q4 		$249K Buy
10,341
+6
+0.1% +$142 0.09% 188
2019
Q3 		$239K Buy
10,335
+294
+3% +$6.84K 0.11% 171
2019
Q2 		$262K Buy
10,041
+2,049
+26% +$52.8K 0.11% 156
2019
Q1 		$199K Buy
7,992
+9
+0.1% +$208 0.1% 165
2018
Q4 		$165K Sell
7,983
-753
-9% -$17.3K 0.11% 145
2018
Q3 		$216K Buy
8,736
+3,822
+78% +$91K 0.13% 109
2018
Q2 		$104K Buy
4,914
+3
+0.1% +$62 0.11% 111
2018
Q1 		$90K Buy
4,911
+3,291
+203% +$61.5K 0.07% 228
2017
Q4 		$32K Hold
1,620
– – 0.02% 367
2017
Q3 		$29K Hold
1,620
– – 0.03% 339
2017
Q2 		$30K Hold
1,620
– – 0.03% 316
2017
Q1 		$25K Hold
1,620
– – 0.03% 318
2016
Q4 		$24K Buy
+1,620
New +$18.2K 0.03% 316

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CSX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its CSX Corp (CSX) stake by 50% in Q2 2026, selling an estimated $451K and leaving 9,853 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #320.

Patriot Financial Group Insurance Agency first reported a position in CSX in Q4 2016 and has held it in 39 quarters since. The position peaked at $815K in Q1 2026. 854 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,853 shares of CSX Corp worth $458K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 9,993 CSX Corp shares in Q2 2026, an estimated $451K.
  • CSX Corp made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #320 holding.
  • Patriot Financial Group Insurance Agency first reported a position in CSX Corp in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's CSX Corp position peaked at $815K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.