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Phoenix Financial’s CSX Corp CSX Stock Holding History

Phoenix Financial’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
Q1 		$2.97M Buy
72,452
+57,507
+385% +$2.25M 0.03% 149
2025
Q4 		$542K Buy
14,945
+2,462
+20% +$88.1K 0.01% 288
2025
Q3 		$443K Buy
12,483
+2,897
+30% +$98.9K 0.01% 314
2025
Q2 		$313K Buy
9,586
+1,938
+25% +$58.3K ﹤0.01% 336
2025
Q1 		$225K Buy
+7,648
New +$243K ﹤0.01% 333
2024
Q2 		– Sell
-9,479
Closed -$351K – 375
2024
Q1 		$351K Buy
+9,479
New +$346K ﹤0.01% 308
2020
Q2 		– Sell
-47,976
Closed -$888K – 318
2020
Q1 		$888K Buy
+47,976
New +$1.12M 0.05% 218

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phoenix Financial's CSX Position: Q1 2026 in Review

Phoenix Financial increased its CSX Corp (CSX) stake by 385% in Q1 2026, buying an estimated $2.25M and bringing the position to 72,452 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #149.

Phoenix Financial first reported a position in CSX in Q1 2020 and has held it in 7 quarters since. 1,868 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Phoenix Financial held 72,452 shares of CSX Corp worth $2.97M as of Q1 2026.
  • Phoenix Financial bought 57,507 CSX Corp shares in Q1 2026, an estimated $2.25M.
  • CSX Corp made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #149 holding.
  • Phoenix Financial first reported a position in CSX Corp in Q1 2020 and has held it in 7 quarters since.
  • 1,868 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.