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Triad Wealth Partners’s CSX Corp CSX Stock Holding History

Triad Wealth Partners’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
Q1 		$323K Buy
7,860
+1,854
+31% +$72.7K 0.03% 379
2025
Q4 		$218K Buy
+6,006
New +$215K 0.02% 441
2024
Q3 		– Sell
-45
Closed -$1.5K – 234
2024
Q2 		$1.5K Buy
+45
New +$1.53K ﹤0.01% 806

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triad Wealth Partners's CSX Position: Q1 2026 in Review

Triad Wealth Partners increased its CSX Corp (CSX) stake by 31% in Q1 2026, buying an estimated $72.7K and bringing the position to 7,860 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #379.

Triad Wealth Partners first reported a position in CSX in Q2 2024 and has held it in 3 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Triad Wealth Partners held 7,860 shares of CSX Corp worth $323K as of Q1 2026.
  • Triad Wealth Partners bought 1,854 CSX Corp shares in Q1 2026, an estimated $72.7K.
  • CSX Corp made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #379 holding.
  • Triad Wealth Partners first reported a position in CSX Corp in Q2 2024 and has held it in 3 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.