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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Root Financial Partners's CSX Position: Q1 2026 in Review

Root Financial Partners increased its CSX Corp (CSX) stake by 8.7% in Q1 2026, buying an estimated $16.1K and bringing the position to 5,169 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #319.

Root Financial Partners first reported a position in CSX in Q3 2025 and has held it in 3 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Root Financial Partners held 5,169 shares of CSX Corp worth $212K as of Q1 2026.
  • Root Financial Partners bought 412 CSX Corp shares in Q1 2026, an estimated $16.1K.
  • CSX Corp made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #319 holding.
  • Root Financial Partners first reported a position in CSX Corp in Q3 2025 and has held it in 3 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.