Position in CSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$49,331,719
+$8,906,788 QoQ
Shares Held
1,037,907
+5.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#133
of 1,982 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $160,120,811 across 8 Railroads names. CSX ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
185,600 | $50,483,200 | |
| 2 | CSX |
Csx Corp
This page
|
1,037,907 | $49,331,719 | |
| 3 | NSC |
Norfolk Southern Corp
|
100,997 | $31,772,646 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
221,591 | $19,200,860 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
25,547 | $6,887,471 | |
| 6 | CNI |
Canadian National Railway Co
|
15,140 | $1,805,293 | |
| 7 | TRN |
Trinity Industries Inc
|
11,341 | $392,171 | |
| 8 | GBX |
Greenbrier Companies Inc
|
5,049 | $247,451 |
All Filings in CSX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,331,719 | 1,037,907 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $40,424,931 | 984,773 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $29,298,518 | 808,235 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $28,393,547 | 799,593 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27,206,306 | 833,782 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $27,747,957 | 942,846 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $30,505,444 | 945,319 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $29,938,787 | 867,037 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $28,937,595 | 865,100 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $31,773,957 | 857,134 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $29,904,296 | 862,541 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $25,927,016 | 843,155 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $454,791 | 13,337 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $420,986 | 14,061 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||