Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,172,738
+$1,201,537 QoQ
Shares Held
45,713
+93.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#606
of 1,978 holders
Holding Since
Mar 2020
26 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, 2026MISSION WEALTH MANAGEMENT, LP holds $10,251,397 across 6 Railroads names. CSX ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
18,842 | $5,125,024 | |
| 2 | CSX |
Csx Corp
This page
|
45,713 | $2,172,738 | |
| 3 | NSC |
Norfolk Southern Corp
|
6,140 | $1,931,582 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,573 | $424,080 | |
| 5 | CNI |
Canadian National Railway Co
|
2,946 | $351,281 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
2,847 | $246,692 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,172,738 | 45,713 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $971,201 | 23,659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,053,968 | 29,075 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,036,749 | 29,196 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,045,856 | 32,052 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $943,849 | 32,071 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,029,574 | 31,905 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,086,279 | 31,459 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,043,104 | 31,184 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,065,835 | 28,752 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $950,443 | 27,414 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $416,816 | 13,555 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $487,323 | 14,291 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $395,387 | 13,206 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $406,984 | 13,137 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $368,804 | 13,844 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $402,306 | 13,844 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $507,484 | 13,551 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $503,727 | 13,397 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $390,159 | 13,119 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $417,104 | 13,002 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $417,787 | 4,333 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $388,319 | 4,279 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $330,097 | 4,250 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $297,371 | 4,264 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $248,280 | 4,333 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||