Waverly Advisors, LLC

Position in CSX — Csx Corp

CIK 1568787 BIRMINGHAM, AL

Position in CSX

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

Position Value

$4,353,462

+$529,901 QoQ

Shares Held

91,594

-1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#453

of 1,982 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $39,873,040 across 7 Railroads names. CSX ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	97,573	$26,539,856
2	NSC	Norfolk Southern Corp	19,581	$6,159,986
3	CSX	Csx Corp This page	91,594	$4,353,462
4	CP	Canadian Pacific Kansas City Ltd/Cn	10,795	$935,386
5	WAB	Westinghouse Air Brake Technologies Corp	3,451	$930,389
6	CNI	Canadian National Railway Co	5,794	$690,876
7	GBX	Greenbrier Companies Inc	5,368	$263,085

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,353,462	91,594	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$3,823,561	93,144	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$3,347,615	92,348	+13.2%	Shares	Sole	2026-02-17
2025-09-30	$2,896,621	81,572	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$2,658,790	81,483	-1.1%	Shares	Sole	2025-08-14
2025-03-31	$2,423,795	82,358	-9.6%	Shares	Sole	2025-05-15
2024-12-31	$2,941,249	91,145	+94.6%	Shares	Sole	2025-02-14
2024-09-30	$1,617,626	46,847	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$1,610,115	48,135	+81.8%	Shares	Sole	2024-08-14
2024-03-31	$981,316	26,472	+72.5%	Shares	Sole	2024-05-15
2023-12-31	$532,149	15,349	+9.2%	Shares	Other	2024-02-14
2023-09-30	$432,375	14,061	+1.7%	Shares	Other	2023-11-14
2023-06-30	$471,500	13,827	+0.6%	Shares	Other	2023-08-15
2023-03-31	$411,405	13,741	+24.6%	Shares	Other	2023-05-16
2022-12-31	$341,677	11,029	+3.5%	Shares	Other	2023-02-15
2022-09-30	$283,822	10,654	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.