Position in CSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$269,209
+$30,134 QoQ
Shares Held
5,664
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,487
of 1,985 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Segment Wealth Management, LLC holds $17,351,897 across 2 Railroads names. CSX ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
62,804 | $17,082,688 | |
| 2 | CSX |
Csx Corp
This page
|
5,664 | $269,209 |
All Filings in CSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,209 | 5,664 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $239,075 | 5,824 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $307,545 | 8,484 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||