STA
CSX icon

Summit Trail Advisors’s CSX Corp CSX Stock Holding History

Summit Trail 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
2026
Q2 		$6.66M Buy
140,214
+5,967
+4% +$269K 0.08% 140
2026
Q1 		$5.51M Buy
134,247
+13,634
+11% +$534K 0.08% 149
2025
Q4 		$4.37M Sell
120,613
-2,741
-2% -$98.1K 0.08% 154
2025
Q3 		$4.38M Buy
123,354
+23,422
+23% +$800K 0.06% 163
2025
Q2 		$3.26M Buy
+99,932
New +$3.01M 0.06% 172
2024
Q4 		– Sell
-91,293
Closed -$3.15M – 476
2024
Q3 		$3.15M Buy
91,293
+3,961
+5% +$134K 0.08% 118
2024
Q2 		$2.92M Buy
87,332
+40,268
+86% +$1.37M 0.08% 112
2024
Q1 		$1.74M Buy
47,064
+33,104
+237% +$1.21M 0.05% 147
2023
Q4 		$484K Sell
13,960
-764
-5% -$24.3K 0.02% 287
2023
Q3 		$453K Buy
14,724
+417
+3% +$13.2K 0.02% 293
2023
Q2 		$488K Buy
14,307
+4,308
+43% +$136K 0.02% 274
2023
Q1 		$299K Sell
9,999
-382
-4% -$11.7K 0.01% 322
2022
Q4 		$322K Buy
+10,381
New +$312K 0.01% 266
2018
Q2 		– Sell
-10,266
Closed -$206K – 523
2018
Q1 		$206K Sell
10,266
-4,215
-29% -$78.8K 0.04% 369
2017
Q4 		$271K Buy
+14,481
New +$256K 0.03% 344

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 Trail Advisors's CSX Position: Q2 2026 in Review

Summit Trail Advisors increased its CSX Corp (CSX) stake by 4.4% in Q2 2026, buying an estimated $269K and bringing the position to 140,214 shares worth $6.66M. The position accounts for 0.08% of the portfolio, ranked #140.

Summit Trail Advisors first reported a position in CSX in Q4 2017 and has held it in 15 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Summit Trail Advisors held 140,214 shares of CSX Corp worth $6.66M as of Q2 2026.
  • Summit Trail Advisors bought 5,967 CSX Corp shares in Q2 2026, an estimated $269K.
  • CSX Corp made up 0.08% of Summit Trail Advisors's portfolio in Q2 2026, its #140 holding.
  • Summit Trail Advisors first reported a position in CSX Corp in Q4 2017 and has held it in 15 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.