Position in CSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$357,995
+$50,408 QoQ
Shares Held
7,532
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,338
of 1,982 holders
Holding Since
Sep 2020
23 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, 2026HCR Wealth Advisors holds $357,995 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
7,532 | $357,995 |
All Filings in CSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,995 | 7,532 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $307,587 | 7,493 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $269,228 | 7,427 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $263,732 | 7,427 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $242,343 | 7,427 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $218,576 | 7,427 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $240,637 | 7,457 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $257,110 | 7,446 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $249,068 | 7,446 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $276,023 | 7,446 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $258,152 | 7,446 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $216,234 | 7,032 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $248,384 | 7,284 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $218,082 | 7,284 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $225,658 | 7,284 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $211,673 | 7,284 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $272,785 | 7,284 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $274,442 | 7,299 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $216,626 | 7,284 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $233,670 | 7,284 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $234,107 | 2,428 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $252,103 | 2,778 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $210,019 | 2,704 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||