Taylor Financial Group
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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
Q3 		$783K Hold
16,832
– – 0.43% 42
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Taylor Financial Group's CSX Position: Q3 2026 in Review

Taylor Financial Group held its CSX Corp (CSX) position steady in Q3 2026 at 16,832 shares worth $783K. The position accounts for 0.43% of the portfolio, ranked #42.

Taylor Financial Group first reported a position in CSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $912K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Taylor Financial Group held 16,832 shares of CSX Corp worth $783K as of Q3 2026.
  • Taylor Financial Group left its CSX Corp share count unchanged in Q3 2026.
  • CSX Corp made up 0.43% of Taylor Financial Group's portfolio in Q3 2026, its #42 holding.
  • Taylor Financial Group first reported a position in CSX Corp in Q4 2023 and has held it in 12 quarters since.
  • Taylor Financial Group's CSX Corp position peaked at $912K in Q3 2025.
  • 1,663 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.