Trifecta Capital Advisors’s CSX Corp CSX Stock Holding History

Trifecta Capital 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	$100K	Buy	2,106 +6	+0.3%	+$271	0.01%	154
2026 Q1	$86.2K	Hold	2,100	–	–	0.01%	155
2025 Q4	$76.1K	Sell	2,100 -117	-5%	-$4.19K	0.01%	151
2025 Q3	$78.7K	Sell	2,217 -78	-3%	-$2.66K	0.01%	151
2025 Q2	$74.9K	Buy	2,295 +78	+4%	+$2.35K	0.01%	155
2025 Q1	$65.2K	Sell	2,217 -900	-29%	-$28.6K	0.01%	129
2024 Q4	$101K	Hold	3,117	–	–	0.02%	103
2024 Q3	$108K	Hold	3,117	–	–	0.02%	106
2024 Q2	$104K	Hold	3,117	–	–	0.02%	105
2024 Q1	$116K	Hold	3,117	–	–	0.03%	105
2023 Q4	$108K	Hold	3,117	–	–	0.03%	100
2023 Q3	$95.8K	Hold	3,117	–	–	0.03%	105
2023 Q2	$106K	Buy	3,117 +3,000	+2,564%	+$94.9K	0.03%	106
2023 Q1	$3.5K	Hold	117	–	–	﹤0.01%	249
2022 Q4	$3.63K	Buy	+117	New	+$3.52K	﹤0.01%	243

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Trifecta Capital Advisors's CSX Position: Q2 2026 in Review

Trifecta Capital Advisors increased its CSX Corp (CSX) stake by 0.29% in Q2 2026, buying an estimated $271 and bringing the position to 2,106 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #154.

Trifecta Capital Advisors first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $116K in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Trifecta Capital Advisors held 2,106 shares of CSX Corp worth $100K as of Q2 2026.
Trifecta Capital Advisors bought 6 CSX Corp shares in Q2 2026, an estimated $271.
CSX Corp made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #154 holding.
Trifecta Capital Advisors first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's CSX Corp position peaked at $116K in Q1 2024.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.