Wealthspan Partners’s CSX Corp CSX Stock Holding History

Wealthspan Partners’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	$1.73M	Hold	36,397	–	–	0.55%	38
2026 Q1	$1.49M	Buy	36,397 +127	+0.4%	+$4.98K	0.53%	39
2025 Q4	$1.31M	Buy	+36,270	New	+$1.3M	0.48%	40

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 $3.37T AUM 44.26% 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

Wealthspan Partners's CSX Position: Q2 2026 in Review

Wealthspan Partners held its CSX Corp (CSX) position steady in Q2 2026 at 36,397 shares worth $1.73M. The position accounts for 0.55% of the portfolio, ranked #38.

Wealthspan Partners first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Wealthspan Partners held 36,397 shares of CSX Corp worth $1.73M as of Q2 2026.
Wealthspan Partners left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.55% of Wealthspan Partners's portfolio in Q2 2026, its #38 holding.
Wealthspan Partners first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.