Principle Wealth Partners’s CSX Corp CSX Stock Holding History

Principle Wealth Partners’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
2025 Q4	–	Sell	-10,221	Closed	-$363K	–	374
2025 Q3	$363K	Sell	10,221 -203	-2%	-$6.93K	0.02%	277
2025 Q2	$340K	Buy	10,424 +495	+5%	+$14.9K	0.02%	285
2025 Q1	$292K	Sell	9,929 -5,075	-34%	-$161K	0.02%	292
2024 Q4	$484K	Hold	15,004	–	–	0.03%	224
2024 Q3	$518K	Sell	15,004 -325	-2%	-$11K	0.04%	218
2024 Q2	$513K	Hold	15,329	–	–	0.04%	216
2024 Q1	$568K	Hold	15,329	–	–	0.04%	206
2023 Q4	$531K	Hold	15,329	–	–	0.05%	205
2023 Q3	$471K	Hold	15,329	–	–	0.05%	209
2023 Q2	$523K	Hold	15,329	–	–	0.05%	198
2023 Q1	$459K	Hold	15,329	–	–	0.05%	202
2022 Q4	$475K	Hold	15,329	–	–	0.05%	199
2022 Q3	$408K	Sell	15,329 -510	-3%	-$15.9K	0.04%	202
2022 Q2	$460K	Buy	15,839 +62	+0.4%	+$2.02K	0.06%	200
2022 Q1	$591K	Buy	15,777 +9	+0.1%	+$318	0.06%	185
2021 Q4	$593K	Hold	15,768	–	–	0.06%	185
2021 Q3	$469K	Hold	15,768	–	–	0.05%	203
2021 Q2	$506K	Hold	15,768	–	–	0.06%	197
2021 Q1	$507K	Hold	15,768	–	–	0.06%	191
2020 Q4	$477K	Buy	+15,768	New	+$453K	0.06%	182

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principle Wealth Partners's CSX Position: Q4 2025 in Review

Principle Wealth Partners sold out of CSX Corp (CSX) in Q4 2025, closing a stake of 10,221 shares — an estimated $363K sold.

Principle Wealth Partners first reported a position in CSX in Q4 2020 and held it in 20 quarters. The position peaked at $593K in Q4 2021. 1,815 funds tracked by Wall St. Rank hold CSX as of Q4 2025.

Principle Wealth Partners reported no remaining CSX Corp position as of Q4 2025 after selling out during the quarter.
Principle Wealth Partners sold 10,221 CSX Corp shares in Q4 2025, an estimated $363K.
Principle Wealth Partners first reported a position in CSX Corp in Q4 2020 and held it in 20 quarters.
Principle Wealth Partners's CSX Corp position peaked at $593K in Q4 2021.
1,815 funds tracked by Wall St. Rank held CSX Corp as of Q4 2025.

Based on Principle Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.