Wealth Alliance Advisory Group’s CSX Corp CSX Stock Holding History

Wealth Alliance Advisory Group’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 Q3	$537K	Buy	11,549 +24	+0.2%	+$1.19K	0.08%	117
2026 Q2	$548K	Hold	11,525	–	–	0.08%	113
2026 Q1	$473K	Hold	11,525	–	–	0.07%	119
2025 Q4	$418K	Buy	11,525 +5	+0%	+$179	0.07%	131
2025 Q3	$409K	Hold	11,520	–	–	0.07%	125
2025 Q2	$376K	Hold	11,520	–	–	0.07%	131
2025 Q1	$339K	Hold	11,520	–	–	0.07%	134
2024 Q4	$372K	Hold	11,520	–	–	0.08%	123
2024 Q3	$398K	Hold	11,520	–	–	0.08%	124
2024 Q2	$385K	Hold	11,520	–	–	0.09%	130
2024 Q1	$427K	Hold	11,520	–	–	0.1%	122
2023 Q4	$399K	Hold	11,520	–	–	0.1%	118
2023 Q3	$354K	Hold	11,520	–	–	0.11%	120
2023 Q2	$393K	Hold	11,520	–	–	0.14%	104
2023 Q1	$345K	Hold	11,520	–	–	0.13%	111
2022 Q4	$357K	Hold	11,520	–	–	0.14%	97
2022 Q3	$307K	Hold	11,520	–	–	0.14%	97
2022 Q2	$335K	Hold	11,520	–	–	0.16%	94
2022 Q1	$431K	Hold	11,520	–	–	0.19%	85
2021 Q4	$433K	Hold	11,520	–	–	0.19%	90
2021 Q3	$343K	Hold	11,520	–	–	0.17%	97
2021 Q2	$370K	Hold	11,520	–	–	0.18%	94
2021 Q1	$370K	Hold	11,520	–	–	0.19%	90
2020 Q4	$348K	Hold	11,520	–	–	0.19%	88
2020 Q3	$298K	Hold	11,520	–	–	0.18%	86
2020 Q2	$268K	Hold	11,520	–	–	0.16%	86
2020 Q1	$220K	Hold	11,520	–	–	0.17%	97
2019 Q4	$278K	Hold	11,520	–	–	0.16%	98
2019 Q3	$265K	Hold	11,520	–	–	0.16%	95
2019 Q2	$301K	Hold	11,520	–	–	0.19%	84
2019 Q1	$301K	Hold	11,520	–	–	0.19%	84
2018 Q4	$239K	Hold	11,520	–	–	0.18%	93
2018 Q3	$284K	Hold	11,520	–	–	0.15%	103
2018 Q2	$245K	Hold	11,520	–	–	0.13%	107
2018 Q1	$214K	Buy	+11,520	New	+$215K	0.12%	104

Other funds holding CSX

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Wealth Alliance Advisory Group's CSX Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its CSX Corp (CSX) stake by 0.21% in Q3 2026, buying an estimated $1.19K and bringing the position to 11,549 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #117.

Wealth Alliance Advisory Group first reported a position in CSX in Q1 2018 and has held it in 35 quarters since. The position peaked at $548K in Q2 2026. 196 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Wealth Alliance Advisory Group held 11,549 shares of CSX Corp worth $537K as of Q3 2026.
Wealth Alliance Advisory Group bought 24 CSX Corp shares in Q3 2026, an estimated $1.19K.
CSX Corp made up 0.08% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #117 holding.
Wealth Alliance Advisory Group first reported a position in CSX Corp in Q1 2018 and has held it in 35 quarters since.
Wealth Alliance Advisory Group's CSX Corp position peaked at $548K in Q2 2026.
196 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.