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Provenance Wealth Advisors’s CSX Corp CSX Stock Holding History

Provenance Wealth Advisors’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 		$99.6K Hold
2,096
– – 0.01% 181
2026
Q1 		$86K Hold
2,096
– – 0.01% 168
2025
Q4 		$76K Hold
2,096
– – 0.01% 176
2025
Q3 		$74.4K Hold
2,096
– – 0.01% 188
2025
Q2 		$68.4K Hold
2,096
– – 0.01% 185
2025
Q1 		$61.7K Hold
2,096
– – 0.01% 212
2024
Q4 		$67.6K Hold
2,096
– – 0.01% 210
2024
Q3 		$72.4K Hold
2,096
– – 0.01% 212
2024
Q2 		$70.1K Hold
2,096
– – 0.01% 196
2024
Q1 		$77.7K Hold
2,096
– – 0.01% 200
2023
Q4 		$72.7K Buy
2,096
+273
+15% +$8.7K 0.01% 185
2023
Q3 		$56.1K Buy
+1,823
New +$57.8K 0.01% 170

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

Provenance Wealth Advisors's CSX Position: Q2 2026 in Review

Provenance Wealth Advisors held its CSX Corp (CSX) position steady in Q2 2026 at 2,096 shares worth $99.6K. The position accounts for 0.01% of the portfolio, ranked #181.

Provenance Wealth Advisors first reported a position in CSX in Q3 2023 and has held it in 12 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Provenance Wealth Advisors held 2,096 shares of CSX Corp worth $99.6K as of Q2 2026.
  • Provenance Wealth Advisors left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Provenance Wealth Advisors first reported a position in CSX Corp in Q3 2023 and has held it in 12 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.