Avior Wealth Management, LLC

Position in CSX — Csx Corp

CIK 1599868 OMAHA, NE

Position in CSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$402,531

+$46,833 QoQ

Shares Held

8,469

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,272

of 1,986 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avior Wealth Management, LLC holds $9,745,771 across 4 Railroads names. CSX ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	31,647	$8,607,984
2	NSC	Norfolk Southern Corp	1,699	$534,488
3	CSX	Csx Corp This page	8,469	$402,531
4	CP	Canadian Pacific Kansas City Ltd/Cn	2,317	$200,768

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,531	8,469	-2.3%	Shares	Sole	2026-07-07
2026-03-31	$355,698	8,665	+6.4%	Shares	Sole	2026-04-09
2025-12-31	$295,075	8,140	-20.8%	Shares	Sole	2026-01-06
2025-09-30	$364,971	10,278	+18.3%	Shares	Sole	2025-11-14
2025-06-30	$283,587	8,691	+130.0%	Shares	Sole	2025-07-17
2025-03-31	$111,186	3,778	-68.5%	Shares	Sole	2025-04-21
2024-12-31	$386,852	11,988	+1.7%	Shares	Sole	2025-01-17
2024-09-30	$407,108	11,790	+2.5%	Shares	Sole	2024-11-08
2024-06-30	$384,574	11,497	-9.5%	Shares	Sole	2024-08-13
2024-03-31	$470,676	12,697	+31.9%	Shares	Sole	2024-04-30
2023-12-31	$333,733	9,626	0.0%	Shares	Sole	2024-01-30
2023-09-30	$295,999	9,626	0.0%	Shares	Sole	2023-10-17
2023-06-30	$328,245	9,626	+1069.6%	Shares	Sole	2023-07-19
2023-03-31	$24,640	823	+5.8%	Shares	Sole	2023-05-10
2022-12-31	$24,102	778	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$20,699	777	+6.9%	Shares	Sole	2022-10-26
2022-06-30	$21,126	727	-22.3%	Shares	Sole	2022-08-10
2022-03-31	$35,053	936	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$35,156	935	-24.9%	Shares	Sole	2022-02-14
2021-09-30	$37,026	1,245	+2.2%	Shares	Sole	2021-11-02
2021-06-30	$39,073	1,218	+183.3%	Shares	Sole	2021-07-27
2021-03-31	$41,460	430	-59.4%	Shares	Sole	2021-05-11
2020-12-31	$96,104	1,059	+147.4%	Shares	Sole	2021-02-09
2020-09-30	$33,242	428	+0.2%	Shares	Sole	2020-10-20
2020-06-30	$29,779	427	0.0%	Shares	Sole	2020-07-02
2020-03-31	$24,467	427	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.