BSW Wealth Partners

Position in CSX — Csx Corp

CIK 1512601 BOULDER, CO

Position in CSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$218,923

+$11,718 QoQ

Shares Held

4,606

-19.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,604

of 1,985 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $2,560,131 across 3 Railroads names. CSX ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	4,719	$1,283,568
2	WAB	Westinghouse Air Brake Technologies Corp	3,923	$1,057,640
3	CSX	Csx Corp This page	4,606	$218,923

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,923	4,606	-19.4%	Shares	Sole	2026-07-15
2025-12-31	$207,205	5,716	-4.0%	Shares	Sole	2026-01-23
2024-03-31	$220,788	5,956	-2.4%	Shares	Sole	2024-04-23
2023-12-31	$211,591	6,103	-17.6%	Shares	Sole	2024-01-25
2023-06-30	$252,715	7,411	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$222,214	7,422	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$226,030	7,296	+179.4%	Shares	Sole	2023-02-14
2021-03-31	$251,752	2,611	-7.9%	Shares	Sole	2021-05-17
2020-12-31	$257,367	2,836	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.