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Safeguard Investment Advisory Group’s CSX Corp CSX Stock Holding History

Safeguard Investment Advisory Group’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 		$232K Buy
+4,877
New +$220K 0.05% 153
2025
Q4 		– Sell
-6,252
Closed -$222K – 150
2025
Q3 		$222K Sell
6,252
-786
-11% -$26.8K 0.06% 127
2025
Q2 		$230K Sell
7,038
-2,126
-23% -$64K 0.06% 124
2025
Q1 		$270K Buy
+9,164
New +$291K 0.07% 107
2021
Q1 		– Sell
-3,102
Closed -$93K – 203
2020
Q4 		$93K Buy
+3,102
New +$89.1K 0.08% 128

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Safeguard Investment Advisory Group's CSX Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in CSX Corp (CSX) in Q2 2026: 4,877 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in CSX as recently as Q3 2025.

Safeguard Investment Advisory Group first reported a position in CSX in Q4 2020 and has held it in 5 quarters since. The position peaked at $270K in Q1 2025. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Safeguard Investment Advisory Group held 4,877 shares of CSX Corp worth $232K as of Q2 2026.
  • CSX Corp was a new Safeguard Investment Advisory Group position in Q2 2026.
  • CSX Corp made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #153 holding.
  • Safeguard Investment Advisory Group first reported a position in CSX Corp in Q4 2020 and has held it in 5 quarters since.
  • Safeguard Investment Advisory Group's CSX Corp position peaked at $270K in Q1 2025.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.