Circle Wealth Management, LLC

Position in CSX — Csx Corp

CIK 1578242 SUMMIT, NJ

Position in CSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$323,774

+$44,142 QoQ

Shares Held

6,812

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,395

of 1,986 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $4,150,893 across 3 Railroads names. CSX ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	8,554	$2,326,688
2	CP	Canadian Pacific Kansas City Ltd/Cn	17,316	$1,500,431
3	CSX	Csx Corp This page	6,812	$323,774

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,774	6,812	0.0%	Shares	Sole	2026-08-12
2026-03-31	$279,632	6,812	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.