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Transamerica Financial Advisors’s CSX Corp CSX Stock Holding History

Transamerica Financial 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 		$122K Sell
2,557
-923
-27% -$41.7K 0.01% 534
2026
Q1 		$143K Sell
3,480
-1,035
-23% -$40.6K 0.01% 448
2025
Q4 		$164K Sell
4,515
-1,316
-23% -$47.1K 0.01% 389
2025
Q3 		$207K Sell
5,831
-1,918
-25% -$65.5K 0.02% 321
2025
Q2 		$253K Buy
7,749
+1,783
+30% +$53.7K 0.02% 208
2025
Q1 		$176K Buy
5,966
+2,132
+56% +$67.7K 0.02% 230
2024
Q4 		$124K Buy
3,834
+1,924
+101% +$66K 0.01% 251
2024
Q3 		$66K Buy
+1,910
New +$64.8K 0.01% 304
2016
Q2 		– Sell
-6,000
Closed -$52K – 454
2016
Q1 		$52K Hold
6,000
– – ﹤0.01% 363
2015
Q4 		$52K Sell
6,000
-1,500
-20% -$13.6K ﹤0.01% 398
2015
Q3 		$68K Hold
7,500
– – 0.01% 349
2015
Q2 		$82K Hold
7,500
– – 0.01% 399
2015
Q1 		$83K Hold
7,500
– – 0.01% 386
2014
Q4 		$91K Buy
7,500
+6,000
+400% +$70.3K 0.01% 326
2014
Q3 		$17K Buy
+1,500
New +$15.5K ﹤0.01% 424

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

Transamerica Financial Advisors's CSX Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its CSX Corp (CSX) stake by 27% in Q2 2026, selling an estimated $41.7K and leaving 2,557 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #534.

Transamerica Financial Advisors first reported a position in CSX in Q3 2014 and has held it in 15 quarters since. The position peaked at $253K in Q2 2025. 1,990 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Transamerica Financial Advisors held 2,557 shares of CSX Corp worth $122K as of Q2 2026.
  • Transamerica Financial Advisors sold 923 CSX Corp shares in Q2 2026, an estimated $41.7K.
  • CSX Corp made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #534 holding.
  • Transamerica Financial Advisors first reported a position in CSX Corp in Q3 2014 and has held it in 15 quarters since.
  • Transamerica Financial Advisors's CSX Corp position peaked at $253K in Q2 2025.
  • 1,990 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.