Silver Oak Advisory Group’s CSX Corp CSX Stock Holding History

Silver Oak 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 Q1	$508K	Sell	12,376 -1,516	-11%	-$59.4K	0.22%	41
2025 Q4	$503K	Sell	13,892 -277	-2%	-$9.91K	0.23%	43
2025 Q3	$503K	Hold	14,169	–	–	0.23%	42
2025 Q2	$462K	Hold	14,169	–	–	0.22%	42
2025 Q1	$416K	Hold	14,169	–	–	0.22%	45
2024 Q4	$457K	Hold	14,169	–	–	0.24%	40
2024 Q3	$489K	Hold	14,169	–	–	0.25%	40
2024 Q2	$473K	Hold	14,169	–	–	0.26%	39
2024 Q1	$526K	Sell	14,169 -392	-3%	-$14.3K	0.3%	37
2023 Q4	$505K	Hold	14,561	–	–	0.3%	33
2023 Q3	$447K	Buy	14,561 +8,388	+136%	+$266K	0.29%	36
2023 Q2	$210K	Sell	6,173 -782	-11%	-$24.7K	0.14%	55
2023 Q1	$208K	Hold	6,955	–	–	0.14%	56
2022 Q4	$215K	Sell	6,955 -1,022	-13%	-$30.7K	0.15%	55
2022 Q3	$213K	Hold	7,977	–	–	0.16%	51
2022 Q2	$232K	Hold	7,977	–	–	0.16%	51
2022 Q1	$299K	Hold	7,977	–	–	0.2%	43
2021 Q4	$300K	Buy	+7,977	New	+$281K	0.19%	43

Other funds holding CSX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Silver Oak Advisory Group's CSX Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its CSX Corp (CSX) stake by 11% in Q1 2026, selling an estimated $59.4K and leaving 12,376 shares worth $508K. The position accounts for 0.22% of the portfolio, ranked #41.

Silver Oak Advisory Group first reported a position in CSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $526K in Q1 2024. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Silver Oak Advisory Group held 12,376 shares of CSX Corp worth $508K as of Q1 2026.
Silver Oak Advisory Group sold 1,516 CSX Corp shares in Q1 2026, an estimated $59.4K.
CSX Corp made up 0.22% of Silver Oak Advisory Group's portfolio in Q1 2026, its #41 holding.
Silver Oak Advisory Group first reported a position in CSX Corp in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's CSX Corp position peaked at $526K in Q1 2024.
1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.