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Principia Wealth Advisory’s CSX Corp CSX Stock Holding History

Principia Wealth Advisory’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 		$10.3K Buy
216
+83
+62% +$3.75K 0.01% 250
2026
Q1 		$5.46K Buy
133
+23
+21% +$901 ﹤0.01% 286
2025
Q4 		$3.99K Buy
110
+6
+6% +$215 ﹤0.01% 316
2025
Q3 		$3.69K Buy
104
+13
+14% +$444 ﹤0.01% 322
2025
Q2 		$2.97K Buy
91
+49
+117% +$1.48K ﹤0.01% 310
2025
Q1 		$1.2K Sell
42
-12
-22% -$381 ﹤0.01% 359
2024
Q4 		$1.74K Buy
+54
New +$1.85K ﹤0.01% 264

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

Principia Wealth Advisory's CSX Position: Q2 2026 in Review

Principia Wealth Advisory increased its CSX Corp (CSX) stake by 62% in Q2 2026, buying an estimated $3.75K and bringing the position to 216 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #250.

Principia Wealth Advisory first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 1,991 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Principia Wealth Advisory held 216 shares of CSX Corp worth $10.3K as of Q2 2026.
  • Principia Wealth Advisory bought 83 CSX Corp shares in Q2 2026, an estimated $3.75K.
  • CSX Corp made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #250 holding.
  • Principia Wealth Advisory first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,991 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.