Position in CSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,863,236
+$1,781,411 QoQ
Shares Held
144,398
+16.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#360
of 1,982 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $92,319,082 across 6 Railroads names. CSX ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
293,323 | $79,783,856 | |
| 2 | CSX |
Csx Corp
This page
|
144,398 | $6,863,236 | |
| 3 | NSC |
Norfolk Southern Corp
|
12,251 | $3,854,042 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
10,009 | $867,279 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,275 | $613,340 | |
| 6 | CNI |
Canadian National Railway Co
|
2,829 | $337,329 |
All Filings in CSX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,863,236 | 144,398 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,081,825 | 123,796 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,957,332 | 136,754 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $5,008,770 | 153,502 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,590,108 | 155,967 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,237,147 | 131,303 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,282,963 | 124,036 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,551,176 | 46,373 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,726,831 | 46,583 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,790,948 | 51,657 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,584,670 | 51,534 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $341,341 | 10,010 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,300,054 | 1,045,426 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,245,736 | 40,211 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,129,429 | 42,396 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,235,079 | 42,501 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,200,572 | 32,058 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,323,294 | 35,194 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $979,933 | 32,950 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,727,732 | 53,857 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,968,607 | 20,417 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $251,014 | 2,766 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||