Provenance Wealth Advisors
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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
Q3 		$129K Buy
2,763
+667
+32% +$33.1K 0.01% 544
2026
Q2 		$100K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Provenance Wealth Advisors's CSX Position: Q3 2026 in Review

Provenance Wealth Advisors increased its CSX Corp (CSX) stake by 32% in Q3 2026, buying an estimated $33.1K and bringing the position to 2,763 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #544.

Provenance Wealth Advisors first reported a position in CSX in Q3 2023 and has held it in 13 quarters since. 939 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Provenance Wealth Advisors held 2,763 shares of CSX Corp worth $129K as of Q3 2026.
  • Provenance Wealth Advisors bought 667 CSX Corp shares in Q3 2026, an estimated $33.1K.
  • CSX Corp made up 0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #544 holding.
  • Provenance Wealth Advisors first reported a position in CSX Corp in Q3 2023 and has held it in 13 quarters since.
  • 939 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.