Waterloo Capital’s CSX Corp CSX Stock Holding History

Waterloo Capital’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	$518K	Buy	10,901 +1,774	+19%	+$80.1K	0.03%	343
2026 Q1	$375K	Buy	+9,127	New	+$358K	0.03%	361

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Waterloo Capital's CSX Position: Q2 2026 in Review

Waterloo Capital increased its CSX Corp (CSX) stake by 19% in Q2 2026, buying an estimated $80.1K and bringing the position to 10,901 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #343.

Waterloo Capital first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Waterloo Capital held 10,901 shares of CSX Corp worth $518K as of Q2 2026.
Waterloo Capital bought 1,774 CSX Corp shares in Q2 2026, an estimated $80.1K.
CSX Corp made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #343 holding.
Waterloo Capital first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.