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Somerset Trust’s CSX Corp CSX Stock Holding History

Somerset Trust’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 		$215K Buy
+4,523
New +$204K 0.06% 176
2025
Q4 		– Sell
-6,404
Closed -$227K – 182
2025
Q3 		$227K Buy
6,404
+36
+0.6% +$1.23K 0.07% 172
2025
Q2 		$208K Buy
+6,368
New +$192K 0.07% 178

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Somerset Trust's CSX Position: Q2 2026 in Review

Somerset Trust opened a new position in CSX Corp (CSX) in Q2 2026: 4,523 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #176 among its holdings. This is a return to the name: Somerset Trust previously reported a position in CSX as recently as Q3 2025.

Somerset Trust first reported a position in CSX in Q2 2025 and has held it in 3 quarters since. The position peaked at $227K in Q3 2025. 396 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Somerset Trust held 4,523 shares of CSX Corp worth $215K as of Q2 2026.
  • CSX Corp was a new Somerset Trust position in Q2 2026.
  • CSX Corp made up 0.06% of Somerset Trust's portfolio in Q2 2026, its #176 holding.
  • Somerset Trust first reported a position in CSX Corp in Q2 2025 and has held it in 3 quarters since.
  • Somerset Trust's CSX Corp position peaked at $227K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.