PlanVest Financial’s CSX Corp CSX Stock Holding History

PlanVest 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	$44.1K	Buy	928 +3	+0.3%	+$135	0.03%	240
2026 Q1	$38K	Buy	+925	New	+$36.3K	0.03%	242

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PlanVest Financial's CSX Position: Q2 2026 in Review

PlanVest Financial increased its CSX Corp (CSX) stake by 0.32% in Q2 2026, buying an estimated $135 and bringing the position to 928 shares worth $44.1K. The position accounts for 0.03% of the portfolio, ranked #240.

PlanVest Financial first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 1,948 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

PlanVest Financial held 928 shares of CSX Corp worth $44.1K as of Q2 2026.
PlanVest Financial bought 3 CSX Corp shares in Q2 2026, an estimated $135.
CSX Corp made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #240 holding.
PlanVest Financial first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
1,948 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.