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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Wealthspan Partners's CSX Position: Q1 2026 in Review

Wealthspan Partners increased its CSX Corp (CSX) stake by 0.35% in Q1 2026, buying an estimated $4.98K and bringing the position to 36,397 shares worth $1.49M. The position accounts for 0.53% of the portfolio, ranked #39.

Wealthspan Partners first reported a position in CSX in Q4 2025 and has held it in 2 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Wealthspan Partners held 36,397 shares of CSX Corp worth $1.49M as of Q1 2026.
Wealthspan Partners bought 127 CSX Corp shares in Q1 2026, an estimated $4.98K.
CSX Corp made up 0.53% of Wealthspan Partners's portfolio in Q1 2026, its #39 holding.
Wealthspan Partners first reported a position in CSX Corp in Q4 2025 and has held it in 2 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.