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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Provenance Wealth Advisors's CSX Position: Q1 2026 in Review

Provenance Wealth Advisors held its CSX Corp (CSX) position steady in Q1 2026 at 2,096 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #168.

Provenance Wealth Advisors first reported a position in CSX in Q3 2023 and has held it in 11 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Provenance Wealth Advisors held 2,096 shares of CSX Corp worth $86K as of Q1 2026.
  • Provenance Wealth Advisors left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.01% of Provenance Wealth Advisors's portfolio in Q1 2026, its #168 holding.
  • Provenance Wealth Advisors first reported a position in CSX Corp in Q3 2023 and has held it in 11 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.