Taylor Financial Group’s CSX Corp CSX Stock Holding History

Taylor Financial 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 Q2	$800K	Sell	16,832 -2,440	-13%	-$110K	0.44%	48
2026 Q1	$791K	Sell	19,272 -1,000	-5%	-$39.2K	0.48%	47
2025 Q4	$735K	Sell	20,272 -5,400	-21%	-$193K	0.43%	47
2025 Q3	$912K	Buy	25,672 +9,750	+61%	+$333K	0.52%	37
2025 Q2	$520K	Sell	15,922 -300	-2%	-$9.03K	0.32%	60
2025 Q1	$477K	Sell	16,222 -1,925	-11%	-$61.1K	0.33%	59
2024 Q4	$586K	Hold	18,147	–	–	0.41%	53
2024 Q3	$627K	Sell	18,147 -3,000	-14%	-$102K	0.43%	48
2024 Q2	$707K	Buy	21,147 +3,000	+17%	+$102K	0.54%	44
2024 Q1	$673K	Sell	18,147 -6,398	-26%	-$233K	0.51%	46
2023 Q4	$851K	Buy	+24,545	New	+$782K	0.7%	38

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Taylor Financial Group's CSX Position: Q2 2026 in Review

Taylor Financial Group reduced its CSX Corp (CSX) stake by 13% in Q2 2026, selling an estimated $110K and leaving 16,832 shares worth $800K. The position accounts for 0.44% of the portfolio, ranked #48.

Taylor Financial Group first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $912K in Q3 2025. 854 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Taylor Financial Group held 16,832 shares of CSX Corp worth $800K as of Q2 2026.
Taylor Financial Group sold 2,440 CSX Corp shares in Q2 2026, an estimated $110K.
CSX Corp made up 0.44% of Taylor Financial Group's portfolio in Q2 2026, its #48 holding.
Taylor Financial Group first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's CSX Corp position peaked at $912K in Q3 2025.
854 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.