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Swan Capital’s CSX Corp CSX Stock Holding History

Swan Capital’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 		$2K Hold
42
– – ﹤0.01% 370
2026
Q1 		$1.72K Hold
42
– – ﹤0.01% 380
2025
Q4 		$1.52K Hold
42
– – ﹤0.01% 360
2025
Q3 		$1.49K Sell
42
-43
-51% -$1.47K ﹤0.01% 344
2025
Q2 		$2.77K Buy
+85
New +$2.56K ﹤0.01% 294

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

Swan Capital's CSX Position: Q2 2026 in Review

Swan Capital held its CSX Corp (CSX) position steady in Q2 2026 at 42 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Swan Capital first reported a position in CSX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.77K in Q2 2025. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Swan Capital held 42 shares of CSX Corp worth $2K as of Q2 2026.
  • Swan Capital left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #370 holding.
  • Swan Capital first reported a position in CSX Corp in Q2 2025 and has held it in 5 quarters since.
  • Swan Capital's CSX Corp position peaked at $2.77K in Q2 2025.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.