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Wealth Alliance’s CSX Corp CSX Stock Holding History

Wealth Alliance’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 		$801K Sell
16,861
-2,855
-14% -$129K 0.07% 219
2026
Q1 		$809K Sell
19,716
-2,330
-11% -$91.3K 0.08% 214
2025
Q4 		$799K Buy
22,046
+961
+5% +$34.4K 0.08% 220
2025
Q3 		$749K Buy
21,085
+314
+2% +$10.7K 0.08% 219
2025
Q2 		$678K Buy
20,771
+3,339
+19% +$100K 0.08% 236
2025
Q1 		$513K Buy
+17,432
New +$554K 0.06% 271
2021
Q1 		– Sell
-7,125
Closed -$215K – 391
2020
Q4 		$215K Buy
+7,125
New +$205K 0.06% 351

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

Wealth Alliance's CSX Position: Q2 2026 in Review

Wealth Alliance reduced its CSX Corp (CSX) stake by 14% in Q2 2026, selling an estimated $129K and leaving 16,861 shares worth $801K. The position accounts for 0.07% of the portfolio, ranked #219.

Wealth Alliance first reported a position in CSX in Q4 2020 and has held it in 7 quarters since. The position peaked at $809K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Wealth Alliance held 16,861 shares of CSX Corp worth $801K as of Q2 2026.
  • Wealth Alliance sold 2,855 CSX Corp shares in Q2 2026, an estimated $129K.
  • CSX Corp made up 0.07% of Wealth Alliance's portfolio in Q2 2026, its #219 holding.
  • Wealth Alliance first reported a position in CSX Corp in Q4 2020 and has held it in 7 quarters since.
  • Wealth Alliance's CSX Corp position peaked at $809K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.