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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

Roxbury Financial's CSX Position: Q2 2026 in Review

Roxbury Financial increased its CSX Corp (CSX) stake by 0.16% in Q2 2026, buying an estimated $361 and bringing the position to 4,960 shares worth $236K. The position accounts for 0.19% of the portfolio, ranked #91.

Roxbury Financial first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 379 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Roxbury Financial held 4,960 shares of CSX Corp worth $236K as of Q2 2026.
  • Roxbury Financial bought 8 CSX Corp shares in Q2 2026, an estimated $361.
  • CSX Corp made up 0.19% of Roxbury Financial's portfolio in Q2 2026, its #91 holding.
  • Roxbury Financial first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 379 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.