Position in CSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,268,718
+$221,861 QoQ
Shares Held
26,693
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#788
of 1,982 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $3,151,436 across 3 Railroads names. CSX ranks #1 (40.3% of the industry book) .
All Filings in CSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,268,718 | 26,693 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,046,857 | 25,502 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,124,185 | 31,012 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,099,957 | 30,976 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,120,612 | 34,343 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,100,049 | 96,066 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,909,348 | 113,216 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,125,957 | 123,347 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,814,243 | 129,869 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,324,943 | 124,746 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,993,471 | 129,869 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $15,924,461 | 466,993 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,131,001 | 137,976 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,402,196 | 142,098 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,768,094 | 141,445 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,636,717 | 56,322 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,578,582 | 68,854 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,953,367 | 78,547 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,303,065 | 77,440 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,197,030 | 68,486 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,282,454 | 23,672 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,343,372 | 14,803 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,478,060 | 19,030 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,022,110 | 14,656 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $824,489 | 14,389 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||