SageView Advisory Group’s CSX Corp CSX Stock Holding History

SageView 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
2025 Q4	$513K	Sell	14,159 -1,289	-8%	-$46.1K	0.02%	359
2025 Q3	$549K	Sell	15,448 -603	-4%	-$20.6K	0.02%	369
2025 Q2	$573K	Sell	16,051 -568	-3%	-$17.1K	0.02%	346
2025 Q1	$489K	Buy	16,619 +5,628	+51%	+$179K	0.02%	351
2024 Q4	$355K	Buy	10,991 +4,238	+63%	+$145K	0.02%	404
2024 Q3	$233K	Sell	6,753 -856	-11%	-$29K	0.01%	461
2024 Q2	$255K	Buy	7,609 +919	+14%	+$31.2K	0.01%	478
2024 Q1	$248K	Sell	6,690 -684	-9%	-$25K	0.01%	468
2023 Q4	$264K	Buy	7,374 +858	+13%	+$27.3K	0.01%	547
2023 Q3	$200K	Sell	6,516 -156	-2%	-$4.94K	0.01%	507
2023 Q2	$228K	Buy	+6,672	New	+$211K	0.01%	506

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's CSX Position: Q4 2025 in Review

SageView Advisory Group reduced its CSX Corp (CSX) stake by 8.3% in Q4 2025, selling an estimated $46.1K and leaving 14,159 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #359.

SageView Advisory Group first reported a position in CSX in Q2 2023 and has held it in 11 quarters since. The position peaked at $573K in Q2 2025. 1,811 funds tracked by Wall St. Rank hold CSX as of Q4 2025.

SageView Advisory Group held 14,159 shares of CSX Corp worth $513K as of Q4 2025.
SageView Advisory Group sold 1,289 CSX Corp shares in Q4 2025, an estimated $46.1K.
CSX Corp made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #359 holding.
SageView Advisory Group first reported a position in CSX Corp in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's CSX Corp position peaked at $573K in Q2 2025.
1,811 funds tracked by Wall St. Rank held CSX Corp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.