Ballentine Partners, LLC

Position in CSX — Csx Corp

CIK 1374889 Waltham, MA

Position in CSX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,888,983

+$294,480 QoQ

Shares Held

39,743

+2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#643

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Ballentine Partners, LLC holds $8,227,957 across 5 Railroads names. CSX ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	12,921	$3,514,512
2	CSX	Csx Corp This page	39,743	$1,888,983
3	NSC	Norfolk Southern Corp	5,391	$1,695,953
4	WAB	Westinghouse Air Brake Technologies Corp	3,141	$846,812
5	CP	Canadian Pacific Kansas City Ltd/Cn	3,251	$281,697

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,888,983	39,743	+2.3%	Shares	Sole	2026-07-17
2026-03-31	$1,594,503	38,843	-7.8%	Shares	Sole	2026-05-14
2025-12-31	$1,527,320	42,133	-14.7%	Shares	Sole	2026-02-03
2025-09-30	$1,753,162	49,371	-6.8%	Shares	Other	2025-11-03
2025-06-30	$1,729,126	52,992	-0.2%	Shares	Other	2025-07-15
2025-03-31	$1,562,319	53,086	+23.1%	Shares	Other	2025-05-01
2024-12-31	$1,391,415	43,118	+0.0%	Shares	Other	2025-01-16
2024-09-30	$1,488,656	43,112	+2.8%	Shares	Other	2024-10-23
2024-06-30	$1,403,026	41,944	-6.4%	Shares	Sole	2024-08-06
2024-03-31	$1,660,994	44,807	-18.9%	Shares	Sole	2024-04-11
2023-12-31	$1,914,683	55,226	+25.5%	Shares	Other	2024-01-23
2023-09-30	$1,353,522	44,017	-1.1%	Shares	Sole	2023-10-19
2023-06-30	$1,517,415	44,499	+10.9%	Shares	Sole	2023-07-26
2023-03-31	$1,201,791	40,140	-0.9%	Shares	Sole	2023-04-27
2022-12-31	$1,254,255	40,486	-6.5%	Shares	Other	2023-01-27
2022-09-30	$1,153,804	43,311	+9.0%	Shares	Other	2022-10-26
2022-06-30	$1,154,320	39,722	+1.3%	Shares	Other	2022-08-09
2022-03-31	$1,468,676	39,217	+1.8%	Shares	Other	2022-05-05
2021-12-31	$1,448,125	38,514	0.0%	Shares	Other	2022-02-14
2021-09-30	$1,145,405	38,514	+2.4%	Shares	Other	2021-10-27
2021-06-30	$1,207,041	37,626	+254.2%	Shares	Sole	2021-08-12
2021-03-31	$1,024,172	10,622	+1.1%	Shares	Other	2021-05-11
2020-12-31	$953,055	10,502	-14.8%	Shares	Other	2021-01-25
2020-09-30	$957,203	12,324	+2.5%	Shares	Sole	2020-10-22
2020-06-30	$838,135	12,018	-1.7%	Shares	Other	2020-07-31
2020-03-31	$700,892	12,232	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.