Root Financial Partners
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Root Financial Partners’s CSX Corp CSX Stock Holding History

Root Financial Partners’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 		$323K Buy
6,949
+755
+12% +$37.4K 0.01% 301
2026
Q2 		$294K Buy
6,194
+1,025
+20% +$46.3K 0.01% 292
2026
Q1 		$212K Buy
5,169
+412
+9% +$16.1K 0.01% 319
2025
Q4 		$172K Buy
4,757
+323
+7% +$11.6K 0.01% 330
2025
Q3 		$157K Buy
+4,434
New +$151K 0.01% 324

Other funds holding CSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's CSX Position: Q3 2026 in Review

Root Financial Partners increased its CSX Corp (CSX) stake by 12% in Q3 2026, buying an estimated $37.4K and bringing the position to 6,949 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #301.

Root Financial Partners first reported a position in CSX in Q3 2025 and has held it in 5 quarters since. 1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Root Financial Partners held 6,949 shares of CSX Corp worth $323K as of Q3 2026.
  • Root Financial Partners bought 755 CSX Corp shares in Q3 2026, an estimated $37.4K.
  • CSX Corp made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #301 holding.
  • Root Financial Partners first reported a position in CSX Corp in Q3 2025 and has held it in 5 quarters since.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.