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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
2026
Q2 		$654K Sell
13,766
-136
-1% -$6.14K 0.02% 322
2026
Q1 		$571K Sell
13,902
-257
-2% -$10.1K 0.02% 326
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

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 $3.37T AUM 44.26% 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

SageView Advisory Group's CSX Position: Q2 2026 in Review

SageView Advisory Group reduced its CSX Corp (CSX) stake by 0.98% in Q2 2026, selling an estimated $6.14K and leaving 13,766 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #322.

SageView Advisory Group first reported a position in CSX in Q2 2023 and has held it in 13 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • SageView Advisory Group held 13,766 shares of CSX Corp worth $654K as of Q2 2026.
  • SageView Advisory Group sold 136 CSX Corp shares in Q2 2026, an estimated $6.14K.
  • CSX Corp made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #322 holding.
  • SageView Advisory Group first reported a position in CSX Corp in Q2 2023 and has held it in 13 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.