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Summit Financial’s CSX Corp CSX Stock Holding History

Summit Financial’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 		$2.84M Buy
59,735
+7,230
+14% +$326K 0.03% 521
2026
Q1 		$2.16M Buy
52,505
+7,521
+17% +$295K 0.03% 559
2025
Q4 		$1.63M Buy
44,984
+2,525
+6% +$90.4K 0.02% 535
2025
Q3 		$1.51M Buy
42,459
+7,487
+21% +$256K 0.02% 541
2025
Q2 		$1.14M Buy
34,972
+2,541
+8% +$76.5K 0.03% 393
2025
Q1 		$954K Buy
32,431
+2,797
+9% +$88.8K 0.03% 384
2024
Q4 		$956K Buy
29,634
+3,436
+13% +$118K 0.03% 323
2024
Q3 		$905K Buy
26,198
+115
+0.4% +$3.9K 0.04% 278
2024
Q2 		$872K Buy
26,083
+16,071
+161% +$546K 0.04% 252
2024
Q1 		$371K Buy
+10,012
New +$365K 0.02% 297
2023
Q2 		– Sell
-6,773
Closed -$203K – 326
2023
Q1 		$203K Buy
+6,773
New +$208K 0.02% 248

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

Summit Financial's CSX Position: Q2 2026 in Review

Summit Financial increased its CSX Corp (CSX) stake by 14% in Q2 2026, buying an estimated $326K and bringing the position to 59,735 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #521.

Summit Financial first reported a position in CSX in Q1 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Summit Financial held 59,735 shares of CSX Corp worth $2.84M as of Q2 2026.
  • Summit Financial bought 7,230 CSX Corp shares in Q2 2026, an estimated $326K.
  • CSX Corp made up 0.03% of Summit Financial's portfolio in Q2 2026, its #521 holding.
  • Summit Financial first reported a position in CSX Corp in Q1 2023 and has held it in 11 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.