Position in CSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,219,309
+$2,504,059 QoQ
Shares Held
425,401
-1.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#229
of 1,986 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $182,516,696 across 6 Railroads names. CSX ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
358,748 | $97,579,456 | |
| 2 | NSC |
Norfolk Southern Corp
|
104,204 | $32,781,536 | |
| 3 | CNI |
Canadian National Railway Co
|
177,519 | $21,167,365 | |
| 4 | CSX |
Csx Corp
This page
|
425,401 | $20,219,309 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
26,650 | $7,184,840 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
41,364 | $3,584,190 |
All Filings in CSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,219,309 | 425,401 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,715,250 | 431,553 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,345,060 | 423,312 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,391,741 | 405,287 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $13,242,167 | 405,828 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $11,850,460 | 402,666 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,127,905 | 375,826 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,080,930 | 378,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,875,741 | 384,925 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,998,484 | 350,647 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,298,497 | 412,417 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,645,814 | 411,246 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $14,215,573 | 416,879 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,118,933 | 404,774 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,079,566 | 389,915 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,312,770 | 387,116 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $12,124,512 | 323,752 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,297,700 | 273,875 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,626,466 | 256,438 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,741,098 | 210,134 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,748,725 | 69,993 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,560,615 | 61,274 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,137,403 | 53,269 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,651,385 | 66,696 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,825,692 | 49,314 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||