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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SOA Wealth Advisors's CSX Position: Q1 2026 in Review

SOA Wealth Advisors held its CSX Corp (CSX) position steady in Q1 2026 at 111,914 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #259.

SOA Wealth Advisors first reported a position in CSX in Q1 2021 and has held it in 11 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • SOA Wealth Advisors held 111,914 shares of CSX Corp worth $112K as of Q1 2026.
  • SOA Wealth Advisors left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.02% of SOA Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • SOA Wealth Advisors first reported a position in CSX Corp in Q1 2021 and has held it in 11 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.