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West Branch Capital’s CSX Corp CSX Stock Holding History

West Branch Capital’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 		$345K Sell
7,252
-279
-4% -$12.6K 0.08% 65
2026
Q1 		$309K Buy
7,531
+26
+0.3% +$1.02K 0.08% 66
2025
Q4 		$272K Sell
7,505
-25
-0.3% -$895 0.07% 71
2025
Q3 		$267K Buy
7,530
+28
+0.4% +$956 0.07% 77
2025
Q2 		$245K Sell
7,502
-2,905
-28% -$87.4K 0.07% 77
2025
Q1 		$306K Buy
10,407
+90
+0.9% +$2.86K 0.1% 68
2024
Q4 		$333K Buy
10,317
+332
+3% +$11.4K 0.11% 67
2024
Q3 		$345K Buy
9,985
+33
+0.3% +$1.12K 0.12% 62
2024
Q2 		$333K Buy
9,952
+34
+0.3% +$1.16K 0.12% 67
2024
Q1 		$368K Buy
9,918
+28
+0.3% +$1.02K 0.15% 64
2023
Q4 		$343K Buy
9,890
+30
+0.3% +$956 0.16% 53
2023
Q3 		$303K Buy
9,860
+32
+0.3% +$1.01K 0.16% 59
2023
Q2 		$335K Sell
9,828
-907
-8% -$28.7K 0.17% 57
2023
Q1 		$321K Buy
10,735
+34
+0.3% +$1.04K 0.18% 59
2022
Q4 		$332K Buy
10,701
+27
+0.3% +$812 0.2% 56
2022
Q3 		$284K Buy
10,674
+27
+0.3% +$839 0.18% 64
2022
Q2 		$309K Buy
10,647
+30
+0.3% +$978 0.18% 64
2022
Q1 		$398K Buy
10,617
+25
+0.2% +$884 0.19% 59
2021
Q4 		$398K Buy
10,592
+22
+0.2% +$776 0.17% 63
2021
Q3 		$314K Buy
10,570
+26
+0.2% +$833 0.15% 68
2021
Q2 		$338K Buy
10,544
+26
+0.2% +$857 0.17% 67
2021
Q1 		$338K Buy
10,518
+24
+0.2% +$733 0.2% 63
2020
Q4 		$317K Buy
10,494
+27
+0.3% +$776 0.19% 66
2020
Q3 		$271K Buy
10,467
+27
+0.3% +$666 0.17% 68
2020
Q2 		$243K Buy
+10,440
New +$231K 0.17% 71
2020
Q1 		– Sell
-10,371
Closed -$250K – 79
2019
Q4 		$250K Buy
10,371
+30
+0.3% +$710 0.17% 84
2019
Q3 		$239K Buy
10,341
+27
+0.3% +$629 0.18% 80
2019
Q2 		$266K Buy
10,314
+27
+0.3% +$696 0.22% 77
2019
Q1 		$257K Buy
10,287
+27
+0.3% +$625 0.23% 71
2018
Q4 		$212K Buy
10,260
+27
+0.3% +$621 0.22% 69
2018
Q3 		$253K Buy
10,233
+24
+0.2% +$572 0.19% 82
2018
Q2 		$217K Buy
+10,209
New +$210K 0.17% 83

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

West Branch Capital's CSX Position: Q2 2026 in Review

West Branch Capital reduced its CSX Corp (CSX) stake by 3.7% in Q2 2026, selling an estimated $12.6K and leaving 7,252 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #65.

West Branch Capital first reported a position in CSX in Q2 2018 and has held it in 32 quarters since. The position peaked at $398K in Q1 2022. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • West Branch Capital held 7,252 shares of CSX Corp worth $345K as of Q2 2026.
  • West Branch Capital sold 279 CSX Corp shares in Q2 2026, an estimated $12.6K.
  • CSX Corp made up 0.08% of West Branch Capital's portfolio in Q2 2026, its #65 holding.
  • West Branch Capital first reported a position in CSX Corp in Q2 2018 and has held it in 32 quarters since.
  • West Branch Capital's CSX Corp position peaked at $398K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.