SIMON QUICK ADVISORS, LLC

Position in CSX — Csx Corp

CIK 1692038 MORRISTOWN, NJ

Position in CSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$531,100

+$204,014 QoQ

Shares Held

11,174

+40.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,156

of 1,982 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $980,172 across 2 Railroads names. CSX ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSX	Csx Corp This page	11,174	$531,100
2	UNP	Union Pacific Corp	1,651	$449,072

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,100	11,174	+40.2%	Shares	Sole	2026-07-28
2026-03-31	$327,086	7,968	-2.4%	Shares	Sole	2026-05-06
2025-12-31	$295,800	8,160	+11.8%	Shares	Sole	2026-01-29
2025-09-30	$259,151	7,298	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$236,959	7,262	-37.6%	Shares	Sole	2025-10-08
2025-03-31	$342,594	11,641	+0.8%	Shares	Sole	2025-04-15
2024-12-31	$372,718	11,550	-0.8%	Shares	Sole	2025-01-17
2024-09-30	$402,101	11,645	+5.2%	Shares	Sole	2024-10-15
2024-06-30	$370,191	11,067	+3.8%	Shares	Sole	2024-08-02
2024-03-31	$395,129	10,659	+13.6%	Shares	Sole	2024-04-19
2023-12-31	$325,308	9,383	+0.6%	Shares	Sole	2024-01-16
2023-09-30	$286,897	9,330	+6.8%	Shares	Sole	2023-10-24
2023-06-30	$297,829	8,734	+6.1%	Shares	Sole	2023-08-01
2023-03-31	$246,406	8,230	+5386.7%	Shares	Sole	2023-05-15
2020-09-30	$11,650	150	+316.7%	Shares	Sole	2020-10-26
2020-06-30	$2,510	36	-33.3%	Shares	Sole	2020-08-04
2020-03-31	$3,094	54	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.