Trilogy Capital
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Trilogy Capital’s CSX Corp CSX Stock Holding History

Trilogy Capital’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 		$233K Buy
5,013
+63
+1% +$3.12K 0.01% 377
2026
Q2 		$235K Buy
+4,950
New +$224K 0.01% 373

Other funds holding CSX

Sumitomo Mitsui Trust Group
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Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Trilogy Capital's CSX Position: Q3 2026 in Review

Trilogy Capital increased its CSX Corp (CSX) stake by 1.3% in Q3 2026, buying an estimated $3.12K and bringing the position to 5,013 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #377.

Trilogy Capital first reported a position in CSX in Q2 2026 and has held it in 2 quarters since. The position peaked at $235K in Q2 2026. 871 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Trilogy Capital held 5,013 shares of CSX Corp worth $233K as of Q3 2026.
  • Trilogy Capital bought 63 CSX Corp shares in Q3 2026, an estimated $3.12K.
  • CSX Corp made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #377 holding.
  • Trilogy Capital first reported a position in CSX Corp in Q2 2026 and has held it in 2 quarters since.
  • Trilogy Capital's CSX Corp position peaked at $235K in Q2 2026.
  • 871 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.