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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
Q2 		$3.39M Sell
71,286
-1,166
-2% -$52.6K 0.02% 155
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Phoenix Financial's CSX Position: Q2 2026 in Review

Phoenix Financial reduced its CSX Corp (CSX) stake by 1.6% in Q2 2026, selling an estimated $52.6K and leaving 71,286 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #155.

Phoenix Financial first reported a position in CSX in Q1 2020 and has held it in 8 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Phoenix Financial held 71,286 shares of CSX Corp worth $3.39M as of Q2 2026.
  • Phoenix Financial sold 1,166 CSX Corp shares in Q2 2026, an estimated $52.6K.
  • CSX Corp made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #155 holding.
  • Phoenix Financial first reported a position in CSX Corp in Q1 2020 and has held it in 8 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.