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Stonegate Investment Group’s CSX Corp CSX Stock Holding History

Stonegate Investment 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
2025
Q3 		$829K Buy
23,356
+1,781
+8% +$60.8K 0.02% 196
2025
Q2 		$704K Buy
21,575
+3,403
+19% +$102K 0.02% 203
2025
Q1 		$535K Buy
18,172
+8,104
+80% +$257K 0.01% 209
2024
Q4 		$325K Sell
10,068
-3,096
-24% -$106K 0.01% 257
2024
Q3 		$455K Buy
13,164
+199
+2% +$6.75K 0.01% 241
2024
Q2 		$434K Buy
12,965
+4
+0% +$136 0.01% 239
2024
Q1 		$480K Sell
12,961
-2,379
-16% -$86.8K 0.02% 224
2023
Q4 		$532K Sell
15,340
-1,614
-10% -$51.4K 0.02% 203
2023
Q3 		$521K Sell
16,954
-297
-2% -$9.41K 0.02% 196
2023
Q2 		$588K Buy
17,251
+3
+0% +$95 0.02% 196
2023
Q1 		$516K Sell
17,248
-2,809
-14% -$86.4K 0.02% 207
2022
Q4 		$621K Buy
20,057
+3
+0% +$90 0.03% 185
2022
Q3 		$534K Buy
20,054
+3
+0% +$93 0.02% 178
2022
Q2 		$583K Buy
20,051
+719
+4% +$23.4K 0.03% 178
2022
Q1 		$724K Sell
19,332
-1,575
-8% -$55.7K 0.02% 146
2021
Q4 		$786K Buy
+20,907
New +$737K 0.03% 142

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stonegate Investment Group's CSX Position: Q3 2025 in Review

Stonegate Investment Group increased its CSX Corp (CSX) stake by 8.3% in Q3 2025, buying an estimated $60.8K and bringing the position to 23,356 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #196.

Stonegate Investment Group first reported a position in CSX in Q4 2021 and has held it in 16 quarters since. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • Stonegate Investment Group held 23,356 shares of CSX Corp worth $829K as of Q3 2025.
  • Stonegate Investment Group bought 1,781 CSX Corp shares in Q3 2025, an estimated $60.8K.
  • CSX Corp made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #196 holding.
  • Stonegate Investment Group first reported a position in CSX Corp in Q4 2021 and has held it in 16 quarters since.
  • 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.