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Regent Peak Wealth Advisors’s CSX Corp CSX Stock Holding History

Regent Peak 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 		$377K Buy
7,935
+169
+2% +$7.63K 0.07% 126
2026
Q1 		$319K Buy
7,766
+36
+0.5% +$1.41K 0.07% 136
2025
Q4 		$280K Buy
7,730
+9
+0.1% +$322 0.06% 143
2025
Q3 		$274K Buy
+7,721
New +$264K 0.05% 140
2025
Q1 		$231K Sell
7,858
-589
-7% -$18.7K 0.05% 150
2024
Q4 		$273K Buy
8,447
+25
+0.3% +$857 0.06% 133
2024
Q3 		$291K Buy
8,422
+159
+2% +$5.4K 0.07% 126
2024
Q2 		$276K Buy
8,263
+169
+2% +$5.74K 0.06% 131
2024
Q1 		$300K Buy
8,094
+23
+0.3% +$839 0.08% 120
2023
Q4 		$280K Sell
8,071
-71
-0.9% -$2.26K 0.08% 118
2023
Q3 		$250K Buy
8,142
+195
+2% +$6.18K 0.08% 126
2023
Q2 		$271K Sell
7,947
-45
-0.6% -$1.42K 0.08% 113
2023
Q1 		$239K Buy
7,992
+108
+1% +$3.32K 0.07% 129
2022
Q4 		$244K Buy
7,884
+67
+0.9% +$2.02K 0.08% 133
2022
Q3 		$208K Buy
7,817
+188
+2% +$5.84K 0.07% 141
2022
Q2 		$221K Sell
7,629
-44
-0.6% -$1.43K 0.07% 143
2022
Q1 		$287K Sell
7,673
-366
-5% -$12.9K 0.08% 130
2021
Q4 		$302K Buy
8,039
+193
+2% +$6.81K 0.08% 130
2021
Q3 		$233K Buy
7,846
+108
+1% +$3.46K 0.07% 152
2021
Q2 		$250K Buy
7,738
+220
+3% +$7.26K 0.07% 144
2021
Q1 		$241K Buy
7,518
+147
+2% +$4.49K 0.08% 135
2020
Q4 		$223K Buy
+7,371
New +$212K 0.07% 132

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Regent Peak Wealth Advisors's CSX Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its CSX Corp (CSX) stake by 2.2% in Q2 2026, buying an estimated $7.63K and bringing the position to 7,935 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #126.

Regent Peak Wealth Advisors first reported a position in CSX in Q4 2020 and has held it in 22 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Regent Peak Wealth Advisors held 7,935 shares of CSX Corp worth $377K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 169 CSX Corp shares in Q2 2026, an estimated $7.63K.
  • CSX Corp made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Regent Peak Wealth Advisors first reported a position in CSX Corp in Q4 2020 and has held it in 22 quarters since.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.