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 Q3	$670K	Buy	14,410 +30	+0.2%	+$1.49K	0.07%	150
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Sendero Wealth Management's CSX Position: Q3 2026 in Review

Sendero Wealth Management increased its CSX Corp (CSX) stake by 0.21% in Q3 2026, buying an estimated $1.49K and bringing the position to 14,410 shares worth $670K. 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 14 quarters since. The position peaked at $683K in Q2 2026. 347 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Sendero Wealth Management held 14,410 shares of CSX Corp worth $670K as of Q3 2026.
Sendero Wealth Management bought 30 CSX Corp shares in Q3 2026, an estimated $1.49K.
CSX Corp made up 0.07% of Sendero Wealth Management's portfolio in Q3 2026, its #150 holding.
Sendero Wealth Management first reported a position in CSX Corp in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's CSX Corp position peaked at $683K in Q2 2026.
347 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.