SFA
CSX icon

Sequoia Financial Advisors’s CSX Corp CSX Stock Holding History

Sequoia Financial Advisors’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 		$4.69M Buy
98,658
+2,799
+3% +$126K 0.02% 363
2026
Q1 		$3.94M Sell
95,859
-107,925
-53% -$4.23M 0.02% 377
2025
Q4 		$7.39M Buy
203,784
+26,617
+15% +$952K 0.04% 251
2025
Q3 		$6.29M Buy
177,167
+25,340
+17% +$865K 0.04% 269
2025
Q2 		$4.95M Buy
151,827
+7,751
+5% +$233K 0.03% 282
2025
Q1 		$4.24M Buy
144,076
+17,630
+14% +$560K 0.03% 300
2024
Q4 		$4.08M Buy
126,446
+11,923
+10% +$409K 0.04% 278
2024
Q3 		$3.95M Buy
114,523
+13,523
+13% +$459K 0.04% 246
2024
Q2 		$3.38M Buy
101,000
+8,054
+9% +$274K 0.04% 240
2024
Q1 		$3.45M Sell
92,946
-24,041
-21% -$877K 0.04% 244
2023
Q4 		$4.06M Buy
116,987
+84,352
+258% +$2.69M 0.05% 236
2023
Q3 		$1M Buy
32,635
+1,571
+5% +$49.8K 0.02% 335
2023
Q2 		$1.06M Buy
31,064
+2,336
+8% +$73.9K 0.02% 339
2023
Q1 		$860K Buy
28,728
+901
+3% +$27.7K 0.02% 341
2022
Q4 		$862K Buy
27,827
+10,336
+59% +$311K 0.02% 321
2022
Q3 		$466K Buy
17,491
+766
+5% +$23.8K 0.01% 303
2022
Q2 		$486K Sell
16,725
-1,354
-7% -$44.1K 0.01% 330
2022
Q1 		$677K Buy
18,079
+4,722
+35% +$167K 0.02% 297
2021
Q4 		$502K Buy
+13,357
New +$471K 0.01% 324
2021
Q3 		– Sell
-9,362
Closed -$300K – 299
2021
Q2 		$300K Buy
9,362
+686
+8% +$22.6K 0.01% 379
2021
Q1 		$279K Sell
8,676
-5,757
-40% -$176K 0.01% 351
2020
Q4 		$437K Buy
14,433
+3,540
+32% +$102K 0.02% 266
2020
Q3 		$282K Buy
10,893
+78
+0.7% +$1.92K 0.01% 304
2020
Q2 		$251K Buy
+10,815
New +$239K 0.01% 313

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's CSX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CSX Corp (CSX) stake by 2.9% in Q2 2026, buying an estimated $126K and bringing the position to 98,658 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #363.

Sequoia Financial Advisors first reported a position in CSX in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.39M in Q4 2025. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Sequoia Financial Advisors held 98,658 shares of CSX Corp worth $4.69M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,799 CSX Corp shares in Q2 2026, an estimated $126K.
  • CSX Corp made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #363 holding.
  • Sequoia Financial Advisors first reported a position in CSX Corp in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's CSX Corp position peaked at $7.39M in Q4 2025.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.