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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
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 $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

Twin Peaks Wealth Advisors's CSX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CSX Corp (CSX) in Q1 2026: 1,748 shares worth $71.8K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CSX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CSX in Q2 2025 and has held it in 2 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,748 shares of CSX Corp worth $71.8K as of Q1 2026.
  • CSX Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CSX Corp made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #345 holding.
  • Twin Peaks Wealth Advisors first reported a position in CSX Corp in Q2 2025 and has held it in 2 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.