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TrustWell Financial Advisors’s CSX Corp CSX Stock Holding History

TrustWell 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 		$615K Hold
12,937
– – 0.52% 35
2026
Q1 		$531K Sell
12,937
-1,302
-9% -$51K 0.5% 29
2025
Q4 		$516K Buy
+14,239
New +$510K 0.5% 32

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

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

TrustWell Financial Advisors held its CSX Corp (CSX) position steady in Q2 2026 at 12,937 shares worth $615K. The position accounts for 0.52% of the portfolio, ranked #35.

TrustWell Financial Advisors first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 1,982 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • TrustWell Financial Advisors held 12,937 shares of CSX Corp worth $615K as of Q2 2026.
  • TrustWell Financial Advisors left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.52% of TrustWell Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • TrustWell Financial Advisors first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,982 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.