UCFA
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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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 $609B AUM 40.19% 1-Year Est. Return

United Capital Financial Advisors's CSX Position: Q1 2026 in Review

United Capital Financial Advisors reduced its CSX Corp (CSX) stake by 1.2% in Q1 2026, selling an estimated $78.5K and leaving 169,860 shares worth $6.97M. The position accounts for 0.04% of the portfolio, ranked #300.

United Capital Financial Advisors first reported a position in CSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $27.2M in Q4 2019. 1,870 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • United Capital Financial Advisors held 169,860 shares of CSX Corp worth $6.97M as of Q1 2026.
  • United Capital Financial Advisors sold 2,004 CSX Corp shares in Q1 2026, an estimated $78.5K.
  • CSX Corp made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #300 holding.
  • United Capital Financial Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's CSX Corp position peaked at $27.2M in Q4 2019.
  • 1,870 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.