Sagespring Wealth Partners
CSX icon

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
Q3 		$1.26M Buy
27,000
+2,299
+9% +$114K 0.02% 313
2026
Q2 		$1.17M Buy
24,701
+2,941
+14% +$133K 0.02% 311
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sagespring Wealth Partners's CSX Position: Q3 2026 in Review

Sagespring Wealth Partners increased its CSX Corp (CSX) stake by 9.3% in Q3 2026, buying an estimated $114K and bringing the position to 27,000 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #313.

Sagespring Wealth Partners first reported a position in CSX in Q4 2024 and has held it in 8 quarters since. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Sagespring Wealth Partners held 27,000 shares of CSX Corp worth $1.26M as of Q3 2026.
  • Sagespring Wealth Partners bought 2,299 CSX Corp shares in Q3 2026, an estimated $114K.
  • CSX Corp made up 0.02% of Sagespring Wealth Partners's portfolio in Q3 2026, its #313 holding.
  • Sagespring Wealth Partners first reported a position in CSX Corp in Q4 2024 and has held it in 8 quarters since.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.