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Sovereign Financial Group’s CSX Corp CSX Stock Holding History

Sovereign Financial 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
Q2 		$1.46M Sell
30,723
-213
-0.7% -$9.62K 0.22% 78
2026
Q1 		$1.27M Sell
30,936
-47
-0.2% -$1.84K 0.22% 81
2025
Q4 		$1.12M Buy
30,983
+188
+0.6% +$6.73K 0.19% 89
2025
Q3 		$1.09M Sell
30,795
-2,331
-7% -$79.6K 0.2% 91
2025
Q2 		$1.08M Sell
33,126
-1,179
-3% -$35.5K 0.22% 84
2025
Q1 		$1.01M Sell
34,305
-1,263
-4% -$40.1K 0.23% 82
2024
Q4 		$1.15M Sell
35,568
-2,642
-7% -$90.6K 0.26% 77
2024
Q3 		$1.32M Buy
38,210
+577
+2% +$19.6K 0.31% 65
2024
Q2 		$1.26M Sell
37,633
-206
-0.5% -$7K 0.31% 63
2024
Q1 		$1.4M Sell
37,839
-904
-2% -$33K 0.37% 52
2023
Q4 		$1.34M Buy
38,743
+706
+2% +$22.5K 0.41% 46
2023
Q3 		$1.17M Sell
38,037
-2,062
-5% -$65.3K 0.42% 51
2023
Q2 		$1.37M Buy
40,099
+3,935
+11% +$124K 0.45% 54
2023
Q1 		$1.08M Buy
36,164
+854
+2% +$26.3K 0.4% 63
2022
Q4 		$1.09M Buy
35,310
+1,606
+5% +$48.3K 0.43% 62
2022
Q3 		$898K Sell
33,704
-309
-0.9% -$9.6K 0.36% 68
2022
Q2 		$988K Buy
34,013
+944
+3% +$30.8K 0.39% 66
2022
Q1 		$1.24M Buy
33,069
+5,148
+18% +$182K 0.46% 57
2021
Q4 		$1.05M Buy
27,921
+655
+2% +$23.1K 0.42% 63
2021
Q3 		$811K Buy
27,266
+20,864
+326% +$668K 0.47% 52
2021
Q2 		$617K Sell
6,402
-12,804
-67% -$422K 0.37% 64
2021
Q1 		$617K Buy
19,206
+10,773
+128% +$329K 0.39% 62
2020
Q4 		$255K Buy
+8,433
New +$242K 0.18% 112

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

Sovereign Financial Group's CSX Position: Q2 2026 in Review

Sovereign Financial Group reduced its CSX Corp (CSX) stake by 0.69% in Q2 2026, selling an estimated $9.62K and leaving 30,723 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #78.

Sovereign Financial Group first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Sovereign Financial Group held 30,723 shares of CSX Corp worth $1.46M as of Q2 2026.
  • Sovereign Financial Group sold 213 CSX Corp shares in Q2 2026, an estimated $9.62K.
  • CSX Corp made up 0.22% of Sovereign Financial Group's portfolio in Q2 2026, its #78 holding.
  • Sovereign Financial Group first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.