Valley National Advisers’s CSX Corp CSX Stock Holding History

Valley National Advisers’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	$310K	Buy	7,576 +812	+12%	+$31.8K	0.04%	209
2025 Q4	$244K	Buy	6,764 +1,201	+22%	+$43K	0.03%	223
2025 Q3	$197K	Sell	5,563 -223	-4%	-$7.62K	0.03%	237
2025 Q2	$188K	Sell	5,786 -109	-2%	-$3.28K	0.03%	240
2025 Q1	$173K	Buy	5,895 +345	+6%	+$11K	0.03%	242
2024 Q4	$178K	Sell	5,550 -468	-8%	-$16.1K	0.03%	233
2024 Q3	$206K	Sell	6,018 -2,539	-30%	-$86.2K	0.04%	231
2024 Q2	$285K	Sell	8,557 -376	-4%	-$12.8K	0.04%	210
2024 Q1	$330K	Sell	8,933 -46	-0.5%	-$1.68K	0.05%	201
2023 Q4	$310K	Buy	8,979 +99	+1%	+$3.15K	0.05%	203
2023 Q3	$273K	Sell	8,880 -223	-2%	-$7.07K	0.05%	213
2023 Q2	$312K	Sell	9,103 -222	-2%	-$7.02K	0.05%	213
2023 Q1	$293K	Buy	9,325 +4,145	+80%	+$127K	0.05%	214
2022 Q4	$168K	Sell	5,180 -133	-3%	-$4K	0.03%	257
2022 Q3	$151K	Buy	5,313 +211	+4%	+$6.56K	0.03%	264
2022 Q2	$149K	Sell	5,102 -82	-2%	-$2.67K	0.03%	250
2022 Q1	$194K	Hold	5,184	–	–	0.04%	237
2021 Q4	$195K	Hold	5,184	–	–	0.04%	227
2021 Q3	$154K	Sell	5,184 -200	-4%	-$6.4K	0.03%	238
2021 Q2	$173K	Sell	5,384 -1	-0%	-$33	0.03%	233
2021 Q1	$173K	Hold	5,385	–	–	0.03%	225
2020 Q4	$163K	Hold	5,385	–	–	0.03%	208
2020 Q3	$139K	Sell	5,385 -1,155	-18%	-$28.5K	0.03%	203
2020 Q2	$152K	Sell	6,540 -15	-0.2%	-$332	0.04%	194
2020 Q1	$125K	Sell	6,555 -144	-2%	-$3.36K	0.03%	198
2019 Q4	$162K	Buy	6,699 +144	+2%	+$3.41K	0.04%	209
2019 Q3	$151K	Hold	6,555	–	–	0.04%	209
2019 Q2	$169K	Hold	6,555	–	–	0.05%	187
2019 Q1	$163K	Hold	6,555	–	–	0.05%	186
2018 Q4	$136K	Hold	6,555	–	–	0.04%	191
2018 Q3	$162K	Buy	6,555 +165	+3%	+$3.93K	0.06%	177
2018 Q2	$136K	Buy	6,390 +1,047	+20%	+$21.6K	0.05%	187
2018 Q1	$99K	Hold	5,343	–	–	0.04%	204
2017 Q4	$98K	Hold	5,343	–	–	0.03%	205
2017 Q3	$97K	Sell	5,343 -960	-15%	-$16.5K	0.03%	204
2017 Q2	$115K	Hold	6,303	–	–	0.04%	184
2017 Q1	$98K	Hold	6,303	–	–	0.04%	193
2016 Q4	$76K	Buy	6,303 +5,175	+459%	+$58K	0.03%	217
2016 Q3	$11K	Sell	1,128 -684	-38%	-$6.47K	0.01%	368
2016 Q2	$16K	Hold	1,812	–	–	0.01%	329
2016 Q1	$16K	Sell	1,812 -279	-13%	-$2.26K	0.01%	327
2015 Q4	$18K	Hold	2,091	–	–	0.01%	309
2015 Q3	$19K	Hold	2,091	–	–	0.01%	303
2015 Q2	$23K	Buy	2,091 +318	+18%	+$3.69K	0.01%	294
2015 Q1	$20K	Buy	1,773 +9	+0.5%	+$103	0.01%	304
2014 Q4	$17K	Buy	+1,764	New	+$20.7K	0.01%	249

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Valley National Advisers's CSX Position: Q1 2026 in Review

Valley National Advisers increased its CSX Corp (CSX) stake by 12% in Q1 2026, buying an estimated $31.8K and bringing the position to 7,576 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #209.

Valley National Advisers first reported a position in CSX in Q4 2014 and has held it in 46 quarters since. The position peaked at $330K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Valley National Advisers held 7,576 shares of CSX Corp worth $310K as of Q1 2026.
Valley National Advisers bought 812 CSX Corp shares in Q1 2026, an estimated $31.8K.
CSX Corp made up 0.04% of Valley National Advisers's portfolio in Q1 2026, its #209 holding.
Valley National Advisers first reported a position in CSX Corp in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's CSX Corp position peaked at $330K in Q1 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.