SOA Wealth Advisors’s CSX Corp CSX Stock Holding History

SOA Wealth 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	$143K	Buy	143,248 +31,334	+28%	+$1.41M	0.02%	249
2026 Q1	$112K	Hold	111,914	–	–	0.02%	259
2025 Q4	$112K	Buy	111,914 +23,072	+26%	+$826K	0.02%	270
2025 Q3	$88.8K	Hold	88,842	–	–	0.02%	304
2025 Q2	$88.8K	Sell	88,842 -14,321	-14%	-$431K	0.02%	289
2025 Q1	$103K	Buy	+103,163	New	+$3.28M	0.02%	258
2022 Q3	–	Sell	-8	Closed	–	–	850
2022 Q2	$0	Hold	8	–	–	﹤0.01%	848
2022 Q1	$0	Hold	8	–	–	﹤0.01%	918
2021 Q4	$0	Hold	8	–	–	﹤0.01%	894
2021 Q3	$0	Buy	8 +2	+33%	+$64	﹤0.01%	907
2021 Q2	$0	Buy	6 +3	+100%	+$99	﹤0.01%	876
2021 Q1	$0	Buy	+3	New	+$92	﹤0.01%	824

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

SOA Wealth Advisors's CSX Position: Q2 2026 in Review

SOA Wealth Advisors increased its CSX Corp (CSX) stake by 28% in Q2 2026, buying an estimated $1.41M and bringing the position to 143,248 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #249.

SOA Wealth Advisors first reported a position in CSX in Q1 2021 and has held it in 12 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

SOA Wealth Advisors held 143,248 shares of CSX Corp worth $143K as of Q2 2026.
SOA Wealth Advisors bought 31,334 CSX Corp shares in Q2 2026, an estimated $1.41M.
CSX Corp made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #249 holding.
SOA Wealth Advisors first reported a position in CSX Corp in Q1 2021 and has held it in 12 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.