Sendero Wealth Management’s CSX Corp CSX Stock Holding History

Sendero Wealth Management’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	$683K	Sell	14,380 -20	-0.1%	-$903	0.07%	150
2026 Q1	$591K	Sell	14,400 -16	-0.1%	-$627	0.07%	148
2025 Q4	$523K	Sell	14,416 -341	-2%	-$12.2K	0.06%	152
2025 Q3	$524K	Hold	14,757	–	–	0.06%	143
2025 Q2	$482K	Sell	14,757 -178	-1%	-$5.36K	0.06%	146
2025 Q1	$440K	Buy	14,935 +678	+5%	+$21.5K	0.06%	143
2024 Q4	$460K	Buy	14,257 +235	+2%	+$8.06K	0.07%	131
2024 Q3	$484K	Hold	14,022	–	–	0.08%	126
2024 Q2	$469K	Hold	14,022	–	–	0.08%	124
2024 Q1	$520K	Hold	14,022	–	–	0.09%	123
2023 Q4	$486K	Hold	14,022	–	–	0.09%	120
2023 Q3	$431K	Hold	14,022	–	–	0.09%	116
2023 Q2	$478K	Buy	+14,022	New	+$444K	0.1%	113

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sendero Wealth Management's CSX Position: Q2 2026 in Review

Sendero Wealth Management reduced its CSX Corp (CSX) stake by 0.14% in Q2 2026, selling an estimated $903 and leaving 14,380 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #150.

Sendero Wealth Management first reported a position in CSX in Q2 2023 and has held it in 13 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Sendero Wealth Management held 14,380 shares of CSX Corp worth $683K as of Q2 2026.
Sendero Wealth Management sold 20 CSX Corp shares in Q2 2026, an estimated $903.
CSX Corp made up 0.07% of Sendero Wealth Management's portfolio in Q2 2026, its #150 holding.
Sendero Wealth Management first reported a position in CSX Corp in Q2 2023 and has held it in 13 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.