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Retirement Planning Group (Kansas)’s CSX Corp CSX Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-8,081
Closed -$293K – 486
2025
Q4 		$293K Buy
8,081
+52
+0.6% +$1.86K 0.01% 342
2025
Q3 		$285K Buy
+8,029
New +$274K 0.01% 332
2024
Q2 		– Sell
-5,550
Closed -$206K – 234
2024
Q1 		$206K Buy
+5,550
New +$203K 0.02% 210

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CSX Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 8,081 shares — an estimated $293K sold.

Retirement Planning Group (Kansas) first reported a position in CSX in Q1 2024 and held it in 3 quarters. The position peaked at $293K in Q4 2025. 1,872 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Retirement Planning Group (Kansas) reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 8,081 CSX Corp shares in Q1 2026, an estimated $293K.
  • Retirement Planning Group (Kansas) first reported a position in CSX Corp in Q1 2024 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s CSX Corp position peaked at $293K in Q4 2025.
  • 1,872 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.