Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s CSX Corp CSX Stock Holding History

Robertson Stephens Wealth Management’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 		$907K Buy
19,504
+3,087
+19% +$153K 0.02% 332
2026
Q2 		$780K Sell
16,417
-60
-0.4% -$2.71K 0.02% 362
2026
Q1 		$676K Sell
16,477
-307
-2% -$12K 0.02% 366
2025
Q4 		$608K Buy
16,784
+7,845
+88% +$281K 0.02% 390
2025
Q3 		$317K Buy
8,939
+403
+5% +$13.8K 0.01% 434
2025
Q2 		$279K Sell
8,536
-250
-3% -$7.52K 0.01% 468
2025
Q1 		$259K Sell
8,786
-2,707
-24% -$86K 0.01% 476
2024
Q4 		$371K Sell
11,493
-17,482
-60% -$600K 0.01% 424
2024
Q3 		$1M Sell
28,975
-4,104
-12% -$139K 0.04% 283
2024
Q2 		$1.11M Sell
33,079
-3,203
-9% -$109K 0.06% 213
2024
Q1 		$1.34M Buy
36,282
+21,656
+148% +$790K 0.07% 196
2023
Q4 		$507K Sell
14,626
-5,755
-28% -$183K 0.03% 308
2023
Q3 		$627K Sell
20,381
-3,597
-15% -$114K 0.04% 268
2023
Q2 		$818K Buy
23,978
+1,617
+7% +$51.1K 0.06% 216
2023
Q1 		$669K Sell
22,361
-592
-3% -$18.2K 0.05% 253
2022
Q4 		$711K Sell
22,953
-6,005
-21% -$181K 0.07% 212
2022
Q3 		$771K Buy
28,958
+3,975
+16% +$124K 0.08% 180
2022
Q2 		$726K Sell
24,983
-309
-1% -$10.1K 0.07% 194
2022
Q1 		$947K Buy
25,292
+311
+1% +$11K 0.08% 188
2021
Q4 		$939K Buy
24,981
+4,924
+25% +$174K 0.08% 191
2021
Q3 		$596K Buy
20,057
+17
+0.1% +$544 0.07% 184
2021
Q2 		$642K Hold
20,040
– – 0.08% 179
2021
Q1 		$644K Buy
20,040
+345
+2% +$10.5K 0.1% 153
2020
Q4 		$595K Hold
19,695
– – 0.12% 125
2020
Q3 		$509K Buy
+19,695
New +$486K 0.13% 131

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Robertson Stephens Wealth Management's CSX Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its CSX Corp (CSX) stake by 19% in Q3 2026, buying an estimated $153K and bringing the position to 19,504 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #332.

Robertson Stephens Wealth Management first reported a position in CSX in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.34M in Q1 2024. 848 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Robertson Stephens Wealth Management held 19,504 shares of CSX Corp worth $907K as of Q3 2026.
  • Robertson Stephens Wealth Management bought 3,087 CSX Corp shares in Q3 2026, an estimated $153K.
  • CSX Corp made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #332 holding.
  • Robertson Stephens Wealth Management first reported a position in CSX Corp in Q3 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's CSX Corp position peaked at $1.34M in Q1 2024.
  • 848 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.