Position in CSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$423,017
+$86,366 QoQ
Shares Held
8,900
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,246
of 1,978 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,565,062 across 4 Railroads names. CSX ranks #4 (11.9% of the industry book) .
All Filings in CSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,017 | 8,900 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $336,651 | 8,201 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $201,115 | 5,548 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $269,520 | 7,590 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $236,306 | 7,242 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||