Position in CSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,133,445
+$564,559 QoQ
Shares Held
86,965
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#463
of 1,982 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $5,546,239 across 4 Railroads names. CSX ranks #1 (74.5% of the industry book) .
All Filings in CSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,133,445 | 86,965 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,568,886 | 86,940 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,296,357 | 90,934 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,215,571 | 90,554 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,946,358 | 90,296 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,784,106 | 94,601 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,955,414 | 91,584 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,169,543 | 91,791 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,069,940 | 91,777 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||