Rise Advisors’s CSX Corp CSX Stock Holding History

Rise 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
2025 Q4	–	Sell	-2,314	Closed	-$82.2K	–	412
2025 Q3	$82.2K	Sell	2,314 -317	-12%	-$10.8K	0.03%	182
2025 Q2	$85.9K	Buy	2,631 +37	+1%	+$1.11K	0.03%	172
2025 Q1	$76.3K	Buy	2,594 +1,202	+86%	+$38.2K	0.03%	177
2024 Q4	$44.9K	Buy	1,392 +21	+2%	+$720	0.02%	258
2024 Q3	$47.3K	Buy	1,371 +5	+0.4%	+$170	0.02%	250
2024 Q2	$45.7K	Buy	1,366 +5	+0.4%	+$170	0.02%	247
2024 Q1	$50.5K	Buy	1,361 +1,010	+288%	+$36.9K	0.03%	229
2023 Q4	$12.2K	Buy	351 +1	+0.3%	+$32	0.01%	303
2023 Q3	$10.8K	Buy	350 +2	+0.6%	+$63	0.01%	308
2023 Q2	$11.9K	Sell	348 -40	-10%	-$1.26K	0.01%	312
2023 Q1	$11.6K	Buy	388 +1	+0.3%	+$31	0.01%	339
2022 Q4	$12K	Buy	387 +1	+0.3%	+$30	0.01%	325
2022 Q3	$10K	Buy	386 +2	+0.5%	+$62	0.01%	332
2022 Q2	$11K	Sell	384 -7	-2%	-$228	0.01%	325
2022 Q1	$15K	Buy	391 +1	+0.3%	+$35	0.01%	282
2021 Q4	$14.7K	Buy	+390	New	+$13.8K	0.01%	281

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return