United Capital Financial Advisors
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United Capital Financial Advisors’s CSX Corp CSX Stock Holding History

United Capital 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
2020
Q1 		– Sell
-120
Closed -$289K – 1231
2019
Q4 		$289K Hold
120
– – ﹤0.01% 1148
2019
Q3 		$277K Sell
120
-11,880
-99% -$277K ﹤0.01% 1100
2019
Q2 		$309K Hold
12,000
– – ﹤0.01% 1198
2019
Q1 		$299K Buy
+12,000
New +$278K ﹤0.01% 1125

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's CSX Position: Q2 2026 in Review

United Capital Financial Advisors increased its CSX Corp (CSX) stake by 0.53% in Q2 2026, buying an estimated $40.6K and bringing the position to 170,760 shares worth $8.12M. The position accounts for 0.04% of the portfolio, ranked #286.

United Capital Financial Advisors first reported a position in CSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.2M in Q4 2019. 2,001 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • United Capital Financial Advisors held 170,760 shares of CSX Corp worth $8.12M as of Q2 2026.
  • United Capital Financial Advisors bought 900 CSX Corp shares in Q2 2026, an estimated $40.6K.
  • CSX Corp made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #286 holding.
  • United Capital Financial Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's CSX Corp position peaked at $27.2M in Q4 2019.
  • 2,001 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.