JTBR
CSX icon

James T. Borello RIA’s CSX Corp CSX Stock Holding History

James T. Borello RIA’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
Q3 		$24K Buy
517
+7
+1% +$347 0.01% 377
2026
Q2 		$24.2K Buy
510
+120
+31% +$5.42K 0.01% 368
2026
Q1 		$16K Buy
390
+65
+20% +$2.55K ﹤0.01% 428
2025
Q4 		$11.8K Buy
325
+59
+22% +$2.11K ﹤0.01% 372
2025
Q3 		$9.45K Buy
+266
New +$9.08K ﹤0.01% 317

Other funds holding CSX

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

James T. Borello RIA's CSX Position: Q3 2026 in Review

James T. Borello RIA increased its CSX Corp (CSX) stake by 1.4% in Q3 2026, buying an estimated $347 and bringing the position to 517 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #377.

James T. Borello RIA first reported a position in CSX in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.2K in Q2 2026. 298 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • James T. Borello RIA held 517 shares of CSX Corp worth $24K as of Q3 2026.
  • James T. Borello RIA bought 7 CSX Corp shares in Q3 2026, an estimated $347.
  • CSX Corp made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #377 holding.
  • James T. Borello RIA first reported a position in CSX Corp in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's CSX Corp position peaked at $24.2K in Q2 2026.
  • 298 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.