Sowell Financial Services LLC

Position in CSX — Csx Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,094,235

+$125,743 QoQ

Shares Held

23,022

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#845

of 1,982 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $3,815,355 across 4 Railroads names. CSX ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	7,171	$1,950,512
2	CSX	Csx Corp This page	23,022	$1,094,235
3	CNI	Canadian National Railway Co	4,666	$556,373
4	NSC	Norfolk Southern Corp	681	$214,235

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,094,235	23,022	-2.4%	Shares	Sole	2026-07-20
2026-03-31	$968,492	23,593	+3.0%	Shares	Sole	2026-04-20
2025-12-31	$830,052	22,898	-2.1%	Shares	Sole	2026-01-21
2025-09-30	$830,898	23,399	+1.6%	Shares	Sole	2025-10-17
2025-06-30	$751,827	23,041	-38.7%	Shares	Sole	2025-07-14
2025-03-31	$1,106,891	37,611	+100.6%	Shares	Sole	2025-04-17
2024-12-31	$604,965	18,747	+60.1%	Shares	Sole	2025-02-07
2024-09-30	$404,380	11,711	-8.1%	Shares	Sole	2024-10-04
2024-06-30	$426,420	12,748	-11.3%	Shares	Sole	2024-08-13
2024-03-31	$532,881	14,375	+34.7%	Shares	Sole	2024-05-03
2023-12-31	$369,859	10,668	+5.0%	Shares	Sole	2024-01-24
2021-12-31	$381,903	10,157	+233.0%	Shares	Sole	2022-02-09
2021-03-31	$294,081	3,050	+40.6%	Shares	Sole	2021-05-07
2020-12-31	$196,836	2,169	-7.6%	Shares	Sole	2021-01-13
2020-09-30	$182,369	2,348	-23.6%	Shares	Sole	2020-11-12
2020-06-30	$214,241	3,072	+14.9%	Shares	Sole	2020-08-13
2020-03-31	$153,220	2,674	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.