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

PFG 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	$386K	Buy	8,309 +217	+3%	+$10.8K	0.16%	54
2026 Q2	$385K	Buy	8,092 +23	+0.3%	+$1.04K	0.17%	51
2026 Q1	$331K	Buy	8,069 +461	+6%	+$18.1K	0.14%	50
2025 Q4	$276K	Buy	+7,608	New	+$272K	0.12%	55
2025 Q2	–	Sell	-11	Closed	-$310	–	97
2025 Q1	$310	Buy	+11	New	+$349	﹤0.01%	251
2023 Q3	–	Sell	-30	Closed	-$1.02K	–	305
2023 Q2	$1.02K	Hold	30	–	–	﹤0.01%	265
2023 Q1	$898	Hold	30	–	–	﹤0.01%	267
2022 Q4	$1K	Sell	30 -101	-77%	-$3.04K	﹤0.01%	308
2022 Q3	$3K	Buy	131 +101	+337%	+$3.14K	﹤0.01%	253
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	298
2022 Q1	$1K	Sell	30 -2,938	-99%	-$104K	﹤0.01%	284
2021 Q4	$112K	Buy	2,968 +511	+21%	+$18K	0.06%	80
2021 Q3	$73K	Buy	+2,457	New	+$78.7K	0.04%	120

Other funds holding CSX

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

PFG Private Wealth Management increased its CSX Corp (CSX) stake by 2.7% in Q3 2026, buying an estimated $10.8K and bringing the position to 8,309 shares worth $386K. The position accounts for 0.16% of the portfolio, ranked #54.

PFG Private Wealth Management first reported a position in CSX in Q3 2021 and has held it in 13 quarters since. 661 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

PFG Private Wealth Management held 8,309 shares of CSX Corp worth $386K as of Q3 2026.
PFG Private Wealth Management bought 217 CSX Corp shares in Q3 2026, an estimated $10.8K.
CSX Corp made up 0.16% of PFG Private Wealth Management's portfolio in Q3 2026, its #54 holding.
PFG Private Wealth Management first reported a position in CSX Corp in Q3 2021 and has held it in 13 quarters since.
661 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.