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Sagespring Wealth Partners’s CSX Corp CSX Stock Holding History

Sagespring Wealth 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 		$893K Buy
21,760
+1,364
+7% +$53.5K 0.02% 350
2025
Q4 		$739K Buy
20,396
+2,072
+11% +$74.1K 0.01% 375
2025
Q3 		$651K Sell
18,324
-1,358
-7% -$46.4K 0.01% 401
2025
Q2 		$642K Buy
19,682
+6,595
+50% +$198K 0.01% 372
2025
Q1 		$385K Buy
13,087
+415
+3% +$13.2K 0.01% 454
2024
Q4 		$409K Buy
+12,672
New +$435K 0.01% 393

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

Sagespring Wealth Partners's CSX Position: Q1 2026 in Review

Sagespring Wealth Partners increased its CSX Corp (CSX) stake by 6.7% in Q1 2026, buying an estimated $53.5K and bringing the position to 21,760 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #350.

Sagespring Wealth Partners first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Sagespring Wealth Partners held 21,760 shares of CSX Corp worth $893K as of Q1 2026.
  • Sagespring Wealth Partners bought 1,364 CSX Corp shares in Q1 2026, an estimated $53.5K.
  • CSX Corp made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #350 holding.
  • Sagespring Wealth Partners first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.