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Portside Wealth Group’s CSX Corp CSX Stock Holding History

Portside Wealth Group’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 		$1.44M Buy
30,371
+1,635
+6% +$73.8K 0.17% 139
2026
Q1 		$1.18M Buy
28,736
+3,710
+15% +$145K 0.16% 149
2025
Q4 		$907K Buy
25,026
+4,620
+23% +$165K 0.12% 181
2025
Q3 		$725K Buy
20,406
+387
+2% +$13.2K 0.1% 205
2025
Q2 		$653K Sell
20,019
-7,316
-27% -$220K 0.1% 206
2025
Q1 		$804K Buy
27,335
+361
+1% +$11.5K 0.13% 173
2024
Q4 		$870K Buy
26,974
+653
+2% +$22.4K 0.14% 158
2024
Q3 		$909K Buy
26,321
+615
+2% +$20.9K 0.16% 148
2024
Q2 		$860K Buy
25,706
+8,468
+49% +$288K 0.16% 141
2024
Q1 		$639K Buy
17,238
+1,055
+7% +$38.5K 0.12% 185
2023
Q4 		$561K Sell
16,183
-2,276
-12% -$72.5K 0.1% 194
2023
Q3 		$571K Buy
18,459
+119
+0.6% +$3.77K 0.11% 176
2023
Q2 		$625K Buy
+18,340
New +$580K 0.12% 174

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 $3.37T AUM 44.26% 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

Portside Wealth Group's CSX Position: Q2 2026 in Review

Portside Wealth Group increased its CSX Corp (CSX) stake by 5.7% in Q2 2026, buying an estimated $73.8K and bringing the position to 30,371 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #139.

Portside Wealth Group first reported a position in CSX in Q2 2023 and has held it in 13 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Portside Wealth Group held 30,371 shares of CSX Corp worth $1.44M as of Q2 2026.
  • Portside Wealth Group bought 1,635 CSX Corp shares in Q2 2026, an estimated $73.8K.
  • CSX Corp made up 0.17% of Portside Wealth Group's portfolio in Q2 2026, its #139 holding.
  • Portside Wealth Group first reported a position in CSX Corp in Q2 2023 and has held it in 13 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.