Evercore Wealth Management, LLC

Position in CSX — Csx Corp

CIK 1482689 New York, NY

Position in CSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$584,238

+$425 QoQ

Shares Held

12,292

-13.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,111

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $6,834,993 across 4 Railroads names. CSX ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	19,018	$5,172,896
2	CSX	Csx Corp This page	12,292	$584,238
3	WAB	Westinghouse Air Brake Technologies Corp	2,166	$583,953
4	NSC	Norfolk Southern Corp	1,570	$493,906

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,238	12,292	-13.6%	Shares	Sole	2026-08-14
2026-03-31	$583,813	14,222	-1.9%	Shares	Defined	2026-05-15
2025-12-31	$525,552	14,498	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$516,315	14,540	0.0%	Shares	Defined	2025-11-14
2025-06-30	$474,440	14,540	-4.5%	Shares	Defined	2025-08-14
2025-03-31	$448,307	15,233	0.0%	Shares	Defined	2025-05-15
2024-12-31	$491,568	15,233	0.0%	Shares	Sole	2025-02-14
2024-09-30	$525,995	15,233	-0.2%	Shares	Defined	2024-11-14
2024-06-30	$510,447	15,260	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$575,771	15,532	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$543,001	15,662	+8.2%	Shares	Sole	2024-02-14
2023-09-30	$444,983	14,471	-3.0%	Shares	Sole	2023-11-14
2023-06-30	$508,737	14,919	-5.5%	Shares	Defined	2023-08-04
2023-03-31	$472,513	15,782	+5.8%	Shares	Sole	2023-05-15
2022-12-31	$462,190	14,919	+6.2%	Shares	Sole	2023-02-14
2022-09-30	$374,105	14,043	0.0%	Shares	Sole	2022-11-14
2022-06-30	$408,089	14,043	-1.1%	Shares	Defined	2022-08-15
2022-03-31	$531,752	14,199	0.0%	Shares	Defined	2022-05-16
2021-12-31	$533,882	14,199	0.0%	Shares	Defined	2022-02-14
2021-09-30	$422,278	14,199	0.0%	Shares	Defined	2021-11-15
2021-06-30	$455,503	14,199	+199.2%	Shares	Sole	2021-08-16
2021-03-31	$457,512	4,745	-55.4%	Shares	Defined	2021-05-17
2020-12-31	$965,488	10,639	-8.3%	Shares	Defined	2021-02-16
2020-09-30	$900,971	11,600	+0.5%	Shares	Defined	2020-11-16
2020-06-30	$805,358	11,548	0.0%	Shares	Sole	2020-08-13
2020-03-31	$661,700	11,548	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.