Roxbury Financial’s CSX Corp CSX Stock Holding History

Roxbury Financial’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	$231K	Buy	4,969 +9	+0.2%	+$446	0.18%	94
2026 Q2	$236K	Buy	4,960 +8	+0.2%	+$361	0.19%	91
2026 Q1	$203K	Buy	4,952 +11	+0.2%	+$431	0.18%	94
2025 Q4	$179K	Sell	4,941 -34	-0.7%	-$1.22K	0.16%	98
2025 Q3	$177K	Buy	4,975 +13	+0.3%	+$444	0.16%	99
2025 Q2	$162K	Sell	4,962 -249	-5%	-$7.49K	0.16%	100
2025 Q1	$167K	Sell	5,211 -171	-3%	-$5.43K	0.16%	96
2024 Q4	$197K	Buy	+5,382	New	+$185K	0.19%	88

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Roxbury Financial's CSX Position: Q3 2026 in Review

Roxbury Financial increased its CSX Corp (CSX) stake by 0.18% in Q3 2026, buying an estimated $446 and bringing the position to 4,969 shares worth $231K. The position accounts for 0.18% of the portfolio, ranked #94.

Roxbury Financial first reported a position in CSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $236K in Q2 2026. 832 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Roxbury Financial held 4,969 shares of CSX Corp worth $231K as of Q3 2026.
Roxbury Financial bought 9 CSX Corp shares in Q3 2026, an estimated $446.
CSX Corp made up 0.18% of Roxbury Financial's portfolio in Q3 2026, its #94 holding.
Roxbury Financial first reported a position in CSX Corp in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's CSX Corp position peaked at $236K in Q2 2026.
832 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.