Position in CSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$511,042
+$63,105 QoQ
Shares Held
10,752
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,177
of 1,982 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Montecito Bank & Trust holds $2,379,954 across 2 Railroads names. CSX ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
6,871 | $1,868,912 | |
| 2 | CSX |
Csx Corp
This page
|
10,752 | $511,042 |
All Filings in CSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,042 | 10,752 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $447,937 | 10,912 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $412,198 | 11,371 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $371,328 | 10,457 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||