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Souders Financial Advisors’s CSX Corp CSX Stock Holding History

Souders 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 		$217K Buy
+4,567
New +$206K 0.02% 216
2025
Q2 		– Sell
-11,207
Closed -$330K – 203
2025
Q1 		$330K Sell
11,207
-316
-3% -$10K 0.05% 149
2024
Q4 		$372K Buy
11,523
+191
+2% +$6.55K 0.05% 139
2024
Q3 		$391K Hold
11,332
– – 0.05% 134
2024
Q2 		$379K Buy
11,332
+79
+0.7% +$2.68K 0.06% 134
2024
Q1 		$417K Sell
11,253
-647
-5% -$23.6K 0.07% 133
2023
Q4 		$413K Buy
11,900
+38
+0.3% +$1.21K 0.07% 126
2023
Q3 		$365K Sell
11,862
-136
-1% -$4.31K 0.07% 127
2023
Q2 		$409K Sell
11,998
-28
-0.2% -$886 0.08% 122
2023
Q1 		$360K Sell
12,026
-20
-0.2% -$615 0.08% 127
2022
Q4 		$373K Buy
12,046
+245
+2% +$7.37K 0.09% 128
2022
Q3 		$314K Buy
11,801
+15
+0.1% +$466 0.09% 128
2022
Q2 		$343K Sell
11,786
-22,218
-65% -$724K 0.1% 112
2022
Q1 		$1.27M Buy
34,004
+1,465
+5% +$51.8K 0.37% 62
2021
Q4 		$1.22M Buy
32,539
+2,070
+7% +$73K 0.35% 65
2021
Q3 		$906K Buy
30,469
+18,039
+145% +$578K 0.29% 73
2021
Q2 		$399K Buy
12,430
+109
+0.9% +$3.6K 0.13% 105
2021
Q1 		$396K Buy
12,321
+432
+4% +$13.2K 0.16% 95
2020
Q4 		$360K Hold
11,889
– – 0.16% 91
2020
Q3 		$362K Buy
11,889
+9
+0.1% +$222 0.17% 86
2020
Q2 		$276K Buy
11,880
+12
+0.1% +$265 0.16% 86
2020
Q1 		$227K Buy
+11,868
New +$277K 0.2% 81

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 $3.37T AUM 44.26% 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

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

Souders Financial Advisors opened a new position in CSX Corp (CSX) in Q2 2026: 4,567 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: Souders Financial Advisors previously reported a position in CSX as recently as Q1 2025.

Souders Financial Advisors first reported a position in CSX in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q1 2022. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Souders Financial Advisors held 4,567 shares of CSX Corp worth $217K as of Q2 2026.
  • CSX Corp was a new Souders Financial Advisors position in Q2 2026.
  • CSX Corp made up 0.02% of Souders Financial Advisors's portfolio in Q2 2026, its #216 holding.
  • Souders Financial Advisors first reported a position in CSX Corp in Q1 2020 and has held it in 22 quarters since.
  • Souders Financial Advisors's CSX Corp position peaked at $1.27M in Q1 2022.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.