Ritter Daniher Financial Advisory’s CSX Corp CSX Stock Holding History

Ritter Daniher Financial Advisory’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	$35.6K	Hold	750	–	–	0.01%	305
2026 Q1	$30.8K	Hold	750	–	–	0.01%	318
2025 Q4	$27.2K	Hold	750	–	–	﹤0.01%	333
2025 Q3	$26.6K	Sell	750 -3,600	-83%	-$123K	﹤0.01%	267
2025 Q2	$142K	Hold	4,350	–	–	0.03%	109
2025 Q1	$128K	Hold	4,350	–	–	0.03%	109
2024 Q4	$140K	Hold	4,350	–	–	0.04%	102
2024 Q3	$150K	Hold	4,350	–	–	0.04%	96
2024 Q2	$146K	Hold	4,350	–	–	0.05%	91
2024 Q1	$161K	Hold	4,350	–	–	0.05%	87
2023 Q4	$151K	Hold	4,350	–	–	0.06%	90
2023 Q3	$134K	Hold	4,350	–	–	0.06%	90
2023 Q2	$148K	Hold	4,350	–	–	0.06%	77
2023 Q1	$130K	Hold	4,350	–	–	0.06%	81
2022 Q4	$135K	Hold	4,350	–	–	0.06%	83
2022 Q3	$116K	Hold	4,350	–	–	0.08%	82
2022 Q2	$126K	Hold	4,350	–	–	0.09%	76
2022 Q1	$163K	Hold	4,350	–	–	0.11%	64
2021 Q4	$164K	Hold	4,350	–	–	0.11%	62
2021 Q3	$129K	Hold	4,350	–	–	0.09%	73
2021 Q2	$140K	Hold	4,350	–	–	0.1%	67
2021 Q1	$140K	Hold	4,350	–	–	0.11%	62
2020 Q4	$132K	Buy	+4,350	New	+$125K	0.11%	61

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 $3.38T AUM 44.17% 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

Ritter Daniher Financial Advisory's CSX Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its CSX Corp (CSX) position steady in Q2 2026 at 750 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #305.

Ritter Daniher Financial Advisory first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $164K in Q4 2021. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Ritter Daniher Financial Advisory held 750 shares of CSX Corp worth $35.6K as of Q2 2026.
Ritter Daniher Financial Advisory left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #305 holding.
Ritter Daniher Financial Advisory first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's CSX Corp position peaked at $164K in Q4 2021.
2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.