RIA Advisory Group’s CSX Corp CSX Stock Holding History

RIA Advisory Group’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	$429K	Sell	9,226 -3,633	-28%	-$180K	0.12%	86
2026 Q2	$611K	Buy	12,859 +2,716	+27%	+$123K	0.13%	87
2026 Q1	$416K	Buy	+10,143	New	+$398K	0.1%	96
2025 Q3	–	Sell	-14,092	Closed	-$460K	–	153
2025 Q2	$460K	Buy	14,092 +398	+3%	+$12K	0.14%	77
2025 Q1	$403K	Buy	13,694 +65	+0.5%	+$2.06K	0.13%	92
2024 Q4	$440K	Sell	13,629 -7,566	-36%	-$259K	0.15%	83
2024 Q3	$732K	Buy	+21,195	New	+$719K	0.26%	53
2024 Q1	$434K	Buy	+11,714	New	+$427K	0.18%	74

Other funds holding CSX

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

RIA Advisory Group's CSX Position: Q3 2026 in Review

RIA Advisory Group reduced its CSX Corp (CSX) stake by 28% in Q3 2026, selling an estimated $180K and leaving 9,226 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #86.

RIA Advisory Group first reported a position in CSX in Q1 2024 and has held it in 8 quarters since. The position peaked at $732K in Q3 2024. 341 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

RIA Advisory Group held 9,226 shares of CSX Corp worth $429K as of Q3 2026.
RIA Advisory Group sold 3,633 CSX Corp shares in Q3 2026, an estimated $180K.
CSX Corp made up 0.12% of RIA Advisory Group's portfolio in Q3 2026, its #86 holding.
RIA Advisory Group first reported a position in CSX Corp in Q1 2024 and has held it in 8 quarters since.
RIA Advisory Group's CSX Corp position peaked at $732K in Q3 2024.
341 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.