Modera Wealth Management, LLC

Position in CSX — Csx Corp

CIK 1542143 WESTWOOD, NJ

Position in CSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,190,198

+$173,636 QoQ

Shares Held

25,041

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#811

of 1,986 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Modera Wealth Management, LLC holds $10,085,252 across 4 Railroads names. CSX ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	13,370	$3,636,640
2	CNI	Canadian National Railway Co	24,241	$2,890,496
3	NSC	Norfolk Southern Corp	7,527	$2,367,918
4	CSX	Csx Corp This page	25,041	$1,190,198

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,190,198	25,041	+1.1%	Shares	Sole	2026-08-03
2026-03-31	$1,016,562	24,764	-1.0%	Shares	Sole	2026-05-06
2025-12-31	$906,975	25,020	-3.9%	Shares	Sole	2026-01-21
2025-09-30	$924,254	26,028	+0.4%	Shares	Sole	2025-10-31
2025-06-30	$846,161	25,932	-9.4%	Shares	Sole	2025-08-06
2025-03-31	$842,110	28,614	-5.7%	Shares	Sole	2025-05-08
2024-12-31	$978,845	30,333	-6.8%	Shares	Sole	2025-02-06
2024-09-30	$1,123,778	32,545	-7.9%	Shares	Sole	2024-10-24
2024-06-30	$1,182,123	35,340	-34.5%	Shares	Sole	2024-07-29
2024-03-31	$2,001,186	53,984	-3.3%	Shares	Sole	2024-05-14
2023-12-31	$1,935,938	55,839	-7.1%	Shares	Sole	2024-02-14
2023-06-30	$2,048,898	60,085	+39.5%	Shares	Sole	2023-08-07
2023-03-31	$1,289,156	43,058	+3.1%	Shares	Sole	2023-05-05
2022-12-31	$1,293,879	41,765	+16.2%	Shares	Sole	2023-02-07
2022-09-30	$957,761	35,952	-1.5%	Shares	Sole	2022-11-01
2022-06-30	$1,060,225	36,484	-0.2%	Shares	Sole	2022-07-27
2022-03-31	$1,369,172	36,560	-26.7%	Shares	Sole	2022-05-03
2021-12-31	$1,876,014	49,894	+68.9%	Shares	Sole	2022-02-04
2021-09-30	$878,608	29,543	+25.3%	Shares	Sole	2021-11-04
2021-06-30	$756,606	23,585	+200.1%	Shares	Sole	2021-08-02
2021-03-31	$757,861	7,860	-25.6%	Shares	Sole	2021-04-29
2020-12-31	$958,229	10,559	+182.9%	Shares	Sole	2021-02-11
2020-03-31	$213,900	3,733	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.