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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Alliance's CSX Position: Q1 2026 in Review

Wealth Alliance reduced its CSX Corp (CSX) stake by 11% in Q1 2026, selling an estimated $91.3K and leaving 19,716 shares worth $809K. The position accounts for 0.08% of the portfolio, ranked #214.

Wealth Alliance first reported a position in CSX in Q4 2020 and has held it in 6 quarters since. 1,865 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Wealth Alliance held 19,716 shares of CSX Corp worth $809K as of Q1 2026.
  • Wealth Alliance sold 2,330 CSX Corp shares in Q1 2026, an estimated $91.3K.
  • CSX Corp made up 0.08% of Wealth Alliance's portfolio in Q1 2026, its #214 holding.
  • Wealth Alliance first reported a position in CSX Corp in Q4 2020 and has held it in 6 quarters since.
  • 1,865 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.