UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in CSX — Csx Corp

CIK 1463217 IRVING, TX

Back to CSX Full portfolio

Position in CSX

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

Position Value

$8,116,222

+$1,143,469 QoQ

Shares Held

170,760

+0.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#336

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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $44,716,648 across 7 Railroads names. CSX ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAB	Westinghouse Air Brake Technologies Corp	72,971	$19,672,981
2	UNP	Union Pacific Corp	45,170	$12,286,240
3	CSX	Csx Corp This page	170,760	$8,116,222
4	NSC	Norfolk Southern Corp	10,444	$3,285,577
5	CP	Canadian Pacific Kansas City Ltd/Cn	7,728	$669,631
6	CNI	Canadian National Railway Co	3,859	$460,147
7	FSTR	Foster L B Co	5,000	$225,850

All Filings in CSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,116,222	170,760	+0.5%	Shares	Defined	2026-08-17
2026-03-31	$6,972,753	169,860	-1.2%	Shares	Defined	2026-05-15
2025-12-31	$6,230,070	171,864	+3.3%	Shares	Defined	2026-02-17
2025-09-30	$5,906,413	166,331	+11.1%	Shares	Defined	2025-11-14
2025-06-30	$4,886,668	149,760	-2.9%	Shares	Defined	2025-08-11
2025-03-31	$4,539,577	154,250	+18.1%	Shares	Defined	2025-05-13
2024-12-31	$4,213,719	130,577	-1.6%	Shares	Defined	2025-02-13
2024-09-30	$4,581,716	132,688	-0.5%	Shares	Defined	2024-11-12
2024-06-30	$4,458,583	133,291	-0.1%	Shares	Defined	2024-08-14
2024-03-31	$4,944,767	133,390	-4.1%	Shares	Defined	2024-05-15
2023-12-31	$4,823,949	139,139	+8.3%	Shares	Defined	2024-02-14
2023-09-30	$3,950,452	128,470	-2.6%	Shares	Defined	2023-11-14
2023-06-30	$4,496,221	131,854	-20.0%	Shares	Defined	2023-08-14
2023-03-31	$4,932,525	164,747	-2.7%	Shares	Defined	2023-08-15
2022-12-31	$5,245,378	169,315	-5.7%	Shares	Defined	2023-02-15
2022-09-30	$4,782,892	179,538	+4.4%	Shares	Defined	2022-11-14
2022-06-30	$4,996,227	171,928	-2.7%	Shares	Defined	2022-08-11
2022-03-31	$6,618,388	176,726	-1.1%	Shares	Defined	2022-05-16
2021-12-31	$6,719,232	178,703	-10.3%	Shares	Defined	2022-02-14
2021-09-30	$5,925,754	199,252	+3.0%	Shares	Defined	2021-11-15
2021-06-30	$6,205,523	193,439	+350.1%	Shares	Defined	2021-08-13
2021-03-31	$4,143,938	42,978	-1.5%	Shares	Defined	2021-05-14
2020-12-31	$3,958,515	43,620	-5.3%	Shares	Defined	2021-02-17
2020-09-30	$3,576,858	46,052	-37.1%	Shares	Defined	2020-11-13
2020-06-30	$5,108,671	73,253	+42.7%	Shares	Defined	2020-08-13
2020-03-31	$2,941,323	51,332	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.