Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$306,616
-$7,333 QoQ
Shares Held
6,451
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,410
of 1,982 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,293,865 across 3 Railroads names. CSX ranks #3 (13.4% of the industry book) .
All Filings in CSX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,616 | 6,451 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $313,949 | 7,648 | Shares | Other | 2026-04-21 | |
| 2025-09-30 | $268,526 | 7,562 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $250,390 | 8,508 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $483,339 | 14,978 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $440,084 | 12,745 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $514,293 | 15,375 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $49,747 | 1,342 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $40,771 | 1,176 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $30,595 | 995 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,332 | 303 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $188,083 | 6,282 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $559,898 | 19,267 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $802,215 | 21,421 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $883,224 | 23,490 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $736,748 | 24,773 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,137,652 | 35,463 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,144,215 | 11,867 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,007,688 | 11,104 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $677,126 | 8,718 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $738,616 | 10,591 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $495,701 | 8,651 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||