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USA Financial Formulas’s CSX Corp CSX Stock Holding History

USA Financial Formulas’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 		$1.54M Buy
32,336
+15,230
+89% +$688K 0.28% 27
2026
Q1 		$702K Sell
17,106
-9,267
-35% -$363K 0.13% 50
2025
Q4 		$956K Buy
26,373
+20,910
+383% +$748K 0.17% 32
2025
Q3 		$194K Buy
+5,463
New +$187K 0.03% 141
2024
Q2 		– Sell
-25,546
Closed -$947K – 320
2024
Q1 		$947K Buy
+25,546
New +$932K 0.15% 71
2023
Q4 		– Sell
-143
Closed -$4.4K – 387
2023
Q3 		$4.4K Hold
143
– – 0.01% 255
2023
Q2 		$4.88K Hold
143
– – 0.01% 215
2023
Q1 		$4.28K Buy
+143
New +$4.4K 0.01% 174
2022
Q3 		$4K Hold
143
– – 0.01% 128
2022
Q2 		$4K Buy
143
+93
+186% +$3.03K 0.01% 163
2022
Q1 		$2K Sell
50
-47,080
-100% -$1.67M ﹤0.01% 227
2021
Q4 		$1.77M Buy
47,130
+11,628
+33% +$410K 1.52% 11
2021
Q3 		$1.06M Buy
35,502
+3,030
+9% +$97K 0.94% 49
2021
Q2 		$1.04M Sell
32,472
-870
-3% -$28.7K 0.87% 52
2021
Q1 		$1.07M Buy
33,342
+6,759
+25% +$206K 0.87% 50
2020
Q4 		$804K Buy
+26,583
New +$764K 0.64% 72
2019
Q1 		– Sell
-21,657
Closed -$535K – 174
2018
Q4 		$535K Buy
+21,657
New +$498K 0.13% 120
2017
Q3 		– Sell
-412,950
Closed -$7.51M – 266
2017
Q2 		$7.51M Sell
412,950
-50,196
-11% -$860K 1.81% 3
2017
Q1 		$7.19M Sell
463,146
-228,498
-33% -$3.48M 1.73% 16
2016
Q4 		$8.28M Buy
+691,644
New +$7.75M 2.06% 11
2015
Q1 		– Sell
-169,113
Closed -$2.04M – 194
2014
Q4 		$2.04M Buy
+169,113
New +$1.98M 0.7% 53

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

USA Financial Formulas's CSX Position: Q2 2026 in Review

USA Financial Formulas increased its CSX Corp (CSX) stake by 89% in Q2 2026, buying an estimated $688K and bringing the position to 32,336 shares worth $1.54M. The position accounts for 0.28% of the portfolio, ranked #27.

USA Financial Formulas first reported a position in CSX in Q4 2014 and has held it in 21 quarters since. The position peaked at $8.28M in Q4 2016. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • USA Financial Formulas held 32,336 shares of CSX Corp worth $1.54M as of Q2 2026.
  • USA Financial Formulas bought 15,230 CSX Corp shares in Q2 2026, an estimated $688K.
  • CSX Corp made up 0.28% of USA Financial Formulas's portfolio in Q2 2026, its #27 holding.
  • USA Financial Formulas first reported a position in CSX Corp in Q4 2014 and has held it in 21 quarters since.
  • USA Financial Formulas's CSX Corp position peaked at $8.28M in Q4 2016.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.