Position in CSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,422,572
+$282,778 QoQ
Shares Held
29,930
+7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#752
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $8,999,157 across 5 Railroads names. CSX ranks #3 (15.8% of the industry book) .
All Filings in CSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,572 | 29,930 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,139,794 | 27,766 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $971,173 | 26,791 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $907,351 | 25,552 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $804,655 | 24,660 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $725,537 | 24,653 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,134,871 | 35,168 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,235,690 | 35,786 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,210,154 | 36,178 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,326,772 | 35,791 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,146,848 | 33,079 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,010,260 | 32,854 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,096,315 | 32,150 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $745,176 | 24,889 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $786,210 | 25,378 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $402,983 | 15,127 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $307,338 | 10,576 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $394,123 | 10,524 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $387,355 | 10,302 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $308,403 | 10,370 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $342,101 | 10,664 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $330,720 | 3,430 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $296,298 | 3,265 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $243,029 | 3,129 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $234,326 | 3,360 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $186,912 | 3,262 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||