Sage Private Wealth Group’s CSX Corp CSX Stock Holding History

Sage Private Wealth 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 Q3	$214K	Hold	4,604	–	–	0.07%	130
2026 Q2	$219K	Sell	4,604 -885	-16%	-$40K	0.1%	97
2026 Q1	$225K	Sell	5,489 -943	-15%	-$37K	0.11%	92
2025 Q4	$233K	Sell	6,432 -639	-9%	-$22.9K	0.13%	86
2025 Q3	$251K	Hold	7,071	–	–	0.14%	86
2025 Q2	$231K	Sell	7,071 -1,950	-22%	-$58.7K	0.15%	81
2025 Q1	$265K	Hold	9,021	–	–	0.2%	74
2024 Q4	$291K	Hold	9,021	–	–	0.22%	69
2024 Q3	$311K	Sell	9,021 -2,052	-19%	-$69.6K	0.25%	70
2024 Q2	$370K	Sell	11,073 -157	-1%	-$5.33K	0.31%	49
2024 Q1	$416K	Sell	11,230 -140	-1%	-$5.11K	0.33%	42
2023 Q4	$394K	Buy	11,370 +2,227	+24%	+$70.9K	0.35%	38
2023 Q3	$281K	Buy	9,143 +23	+0.3%	+$729	0.39%	37
2023 Q2	$311K	Hold	9,120	–	–	0.42%	32
2023 Q1	$273K	Hold	9,120	–	–	0.31%	37
2022 Q4	$283K	Hold	9,120	–	–	0.34%	36
2022 Q3	$243K	Hold	9,120	–	–	0.32%	41
2022 Q2	$265K	Hold	9,120	–	–	0.38%	40
2022 Q1	$342K	Hold	9,120	–	–	0.33%	34
2021 Q4	$342K	Hold	9,120	–	–	0.43%	29
2021 Q3	$271K	Hold	9,120	–	–	0.37%	30
2021 Q2	$293K	Hold	9,120	–	–	0.4%	28
2021 Q1	$293K	Hold	9,120	–	–	0.51%	25
2020 Q4	$276K	Buy	+9,120	New	+$262K	0.77%	24

Other funds holding CSX

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

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

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Sage Private Wealth Group's CSX Position: Q3 2026 in Review

Sage Private Wealth Group held its CSX Corp (CSX) position steady in Q3 2026 at 4,604 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #130.

Sage Private Wealth Group first reported a position in CSX in Q4 2020 and has held it in 24 quarters since. The position peaked at $416K in Q1 2024. 507 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Sage Private Wealth Group held 4,604 shares of CSX Corp worth $214K as of Q3 2026.
Sage Private Wealth Group left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.07% of Sage Private Wealth Group's portfolio in Q3 2026, its #130 holding.
Sage Private Wealth Group first reported a position in CSX Corp in Q4 2020 and has held it in 24 quarters since.
Sage Private Wealth Group's CSX Corp position peaked at $416K in Q1 2024.
507 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.