Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,053,643
+$548,384 QoQ
Shares Held
85,286
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#466
of 1,982 holders
Holding Since
Mar 2020
26 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, 2026Forvis Mazars Wealth Advisors, LLC holds $4,864,253 across 2 Railroads names. CSX ranks #1 (83.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
85,286 | $4,053,643 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
9,355 | $810,610 |
All Filings in CSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,053,643 | 85,286 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,505,259 | 85,390 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,960,573 | 81,671 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,044,591 | 85,739 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,868,307 | 87,904 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,636,339 | 89,580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,910,399 | 90,189 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,141,366 | 90,975 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,108,642 | 92,934 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,484,765 | 94,005 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,292,263 | 94,960 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,074,354 | 99,979 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,801,092 | 111,469 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,331,992 | 111,289 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,426,759 | 110,612 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,039,277 | 114,087 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,364,915 | 115,792 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,152,718 | 110,887 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,096,444 | 108,948 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,249,332 | 109,258 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,457,967 | 107,792 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,608,711 | 37,427 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,702,690 | 40,801 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,079,460 | 39,648 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,796,159 | 40,094 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,357,551 | 41,144 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||