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Summit Securities Group’s CSX Corp CSX Stock Holding History

Summit Securities 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
Q1 		– Sell
-6,700
Closed -$243K – 1111
2025
Q4 		$243K Buy
+6,700
New +$240K 0.03% 297

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 Securities Group's CSX Position: Q2 2026 in Review

Summit Securities Group opened a new position in CSX Corp (CSX) in Q2 2026: 1,684 shares worth $80K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CSX as recently as Q4 2025.

Summit Securities Group first reported a position in CSX in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.37M in Q2 2017. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Summit Securities Group held 1,684 shares of CSX Corp worth $80K as of Q2 2026.
  • CSX Corp was a new Summit Securities Group position in Q2 2026.
  • CSX Corp made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #475 holding.
  • Summit Securities Group first reported a position in CSX Corp in Q4 2013 and has held it in 20 quarters since.
  • Summit Securities Group's CSX Corp position peaked at $1.37M in Q2 2017.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.