RCS Financial Planning’s CSX Corp CSX Stock Holding History

RCS Financial Planning’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	$620K	Hold	13,050	–	–	0.29%	61
2026 Q1	$536K	Sell	13,050 -140	-1%	-$5.49K	0.28%	63
2025 Q4	$478K	Hold	13,190	–	–	0.21%	68
2025 Q3	$468K	Hold	13,190	–	–	0.21%	65
2025 Q2	$430K	Sell	13,190 -11	-0.1%	-$331	0.21%	58
2025 Q1	$389K	Buy	13,201 +9	+0.1%	+$286	0.21%	60
2024 Q4	$426K	Buy	13,192 +8	+0.1%	+$274	0.23%	58
2024 Q3	$455K	Hold	13,184	–	–	0.25%	49
2024 Q2	$441K	Hold	13,184	–	–	0.26%	51
2024 Q1	$489K	Hold	13,184	–	–	0.3%	50
2023 Q4	$457K	Buy	13,184 +140	+1%	+$4.46K	0.3%	47
2023 Q3	$401K	Sell	13,044 -5	-0%	-$158	0.31%	45
2023 Q2	$445K	Sell	13,049 -11	-0.1%	-$348	0.37%	40
2023 Q1	$391K	Buy	13,060 +16	+0.1%	+$492	0.35%	41
2022 Q4	$404K	Buy	+13,044	New	+$392K	0.39%	42

Other funds holding CSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RCS Financial Planning's CSX Position: Q2 2026 in Review

RCS Financial Planning held its CSX Corp (CSX) position steady in Q2 2026 at 13,050 shares worth $620K. The position accounts for 0.29% of the portfolio, ranked #61.

RCS Financial Planning first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

RCS Financial Planning held 13,050 shares of CSX Corp worth $620K as of Q2 2026.
RCS Financial Planning left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.29% of RCS Financial Planning's portfolio in Q2 2026, its #61 holding.
RCS Financial Planning first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.