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Twin Peaks Wealth Advisors’s CSX Corp CSX Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1,748
Closed -$71.8K – 678
2026
Q1 		$71.8K Buy
+1,748
New +$68.5K 0.02% 345
2025
Q3 		– Sell
-686
Closed -$24.6K – 602
2025
Q2 		$24.6K Buy
+686
New +$20.6K 0.01% 531

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

Twin Peaks Wealth Advisors's CSX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 1,748 shares — an estimated $71.8K sold.

Twin Peaks Wealth Advisors first reported a position in CSX in Q2 2025 and held it in 2 quarters. The position peaked at $71.8K in Q1 2026. 1,997 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,748 CSX Corp shares in Q2 2026, an estimated $71.8K.
  • Twin Peaks Wealth Advisors first reported a position in CSX Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CSX Corp position peaked at $71.8K in Q1 2026.
  • 1,997 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.