Position in CSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,689,214
+$754,203 QoQ
Shares Held
98,658
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#438
of 1,985 holders
Holding Since
Jun 2020
24 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, 2026Sequoia Financial Advisors, LLC holds $26,641,127 across 7 Railroads names. CSX ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
48,685 | $13,242,320 | |
| 2 | CSX |
Csx Corp
This page
|
98,658 | $4,689,214 | |
| 3 | NSC |
Norfolk Southern Corp
|
14,500 | $4,561,555 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
7,656 | $2,064,057 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
13,548 | $1,173,934 | |
| 6 | CNI |
Canadian National Railway Co
|
5,725 | $682,649 | |
| 7 | TRN |
Trinity Industries Inc
|
6,576 | $227,398 |
All Filings in CSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,689,214 | 98,658 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,935,011 | 95,859 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,387,170 | 203,784 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,291,200 | 177,167 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,954,115 | 151,827 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,240,156 | 144,076 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,080,412 | 126,446 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,954,479 | 114,523 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,378,450 | 101,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,445,508 | 92,946 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,055,939 | 116,987 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,003,526 | 32,635 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,059,282 | 31,064 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $860,116 | 28,728 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $862,080 | 27,827 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $465,960 | 17,491 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $486,028 | 16,725 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $677,058 | 18,079 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $502,223 | 13,357 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $300,332 | 9,362 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $278,846 | 2,892 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $436,598 | 4,811 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $282,019 | 3,631 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $251,413 | 3,605 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||