Summit Securities Group
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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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Summit Securities Group's CSX Position: Q3 2026 in Review

Summit Securities Group increased its CSX Corp (CSX) stake by 37% in Q3 2026, buying an estimated $31.2K and bringing the position to 2,313 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #431.

Summit Securities Group first reported a position in CSX in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.37M in Q2 2017. 1,149 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Summit Securities Group held 2,313 shares of CSX Corp worth $108K as of Q3 2026.
  • Summit Securities Group bought 629 CSX Corp shares in Q3 2026, an estimated $31.2K.
  • CSX Corp made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #431 holding.
  • Summit Securities Group first reported a position in CSX Corp in Q4 2013 and has held it in 21 quarters since.
  • Summit Securities Group's CSX Corp position peaked at $1.37M in Q2 2017.
  • 1,149 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.