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SYM Financial Corp’s CSX Corp CSX Stock Holding History

SYM Financial Corp’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 		$236K Buy
4,975
+43
+0.9% +$1.94K 0.02% 321
2026
Q1 		$202K Buy
+4,932
New +$193K 0.02% 317
2018
Q1 		– Sell
-12,138
Closed -$223K – 61
2017
Q4 		$223K Buy
+12,138
New +$215K 0.1% 43

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

SYM Financial Corp's CSX Position: Q2 2026 in Review

SYM Financial Corp increased its CSX Corp (CSX) stake by 0.87% in Q2 2026, buying an estimated $1.94K and bringing the position to 4,975 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #321.

SYM Financial Corp first reported a position in CSX in Q4 2017 and has held it in 3 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • SYM Financial Corp held 4,975 shares of CSX Corp worth $236K as of Q2 2026.
  • SYM Financial Corp bought 43 CSX Corp shares in Q2 2026, an estimated $1.94K.
  • CSX Corp made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #321 holding.
  • SYM Financial Corp first reported a position in CSX Corp in Q4 2017 and has held it in 3 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.