Sovereign Investment Advisors’s CSX Corp CSX Stock Holding History

Sovereign Investment 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
2025 Q1	–	Sell	-8,437	Closed	-$272K	–	54
2024 Q4	$272K	Buy	+8,437	New	+$289K	0.08%	75

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sovereign Investment Advisors's CSX Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 8,437 shares — an estimated $272K sold.

Sovereign Investment Advisors first reported a position in CSX in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 1,666 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

Sovereign Investment Advisors reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
Sovereign Investment Advisors sold 8,437 CSX Corp shares in Q1 2025, an estimated $272K.
Sovereign Investment Advisors first reported a position in CSX Corp in Q4 2024 and held it in 1 quarter.
Sovereign Investment Advisors's CSX Corp position peaked at $272K in Q4 2024.
1,666 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.