Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CSX — Csx Corp
CIK 1694883
Westborough, MA
Position in CSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$468,313
-$346,365 QoQ
Shares Held
9,853
-50.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,211
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $1,531,561 across 2 Railroads names. CSX ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
3,909 | $1,063,248 | |
| 2 | CSX |
Csx Corp
This page
|
9,853 | $468,313 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,313 | 9,853 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $814,678 | 19,846 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $352,531 | 9,725 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $349,489 | 9,842 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $466,282 | 14,290 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $408,606 | 13,884 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $437,807 | 13,567 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $465,878 | 13,492 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $471,778 | 14,104 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $507,933 | 13,702 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $428,798 | 12,368 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $541,138 | 17,598 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $617,926 | 18,121 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $380,387 | 12,705 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $458,937 | 14,814 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $397,015 | 14,903 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $419,626 | 14,440 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $582,122 | 15,544 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $610,135 | 16,227 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $441,311 | 14,839 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $388,103 | 12,098 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $378,641 | 3,927 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $349,387 | 3,850 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $287,223 | 3,698 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $261,874 | 3,755 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $215,276 | 3,757 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||