Heritage Trust Co

Bank

Position in CSX — Csx Corp

CIK 1706028 OKLAHOMA CITY, OK

Position in CSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$291,073

+$35,127 QoQ

Shares Held

6,124

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,442

of 1,978 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Heritage Trust Co holds $6,716,608 across 3 Railroads names. CSX ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	14,292	$3,887,424
2	NSC	Norfolk Southern Corp	8,068	$2,538,111
3	CSX	Csx Corp This page	6,124	$291,073

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,073	6,124	-1.8%	Shares	Sole	2026-08-06
2026-03-31	$255,946	6,235	-1.4%	Shares	Sole	2026-05-13
2025-12-31	$229,172	6,322	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$223,713	6,300	0.0%	Shares	Sole	2025-11-12
2025-06-30	$205,569	6,300	0.0%	Shares	Sole	2025-08-12
2024-12-31	$203,301	6,300	-6.9%	Shares	Sole	2025-02-13
2024-06-30	$226,289	6,765	0.0%	Shares	Sole	2024-08-12
2024-03-31	$250,778	6,765	-12.1%	Shares	Sole	2024-05-10
2023-12-31	$266,854	7,697	+5.4%	Shares	Sole	2024-02-09
2023-09-30	$224,536	7,302	0.0%	Shares	Sole	2023-11-08
2023-06-30	$248,998	7,302	-0.9%	Shares	Sole	2023-08-11
2023-03-31	$220,597	7,368	-0.7%	Shares	Sole	2023-05-12
2022-12-31	$229,778	7,417	-0.9%	Shares	Sole	2023-02-10
2022-06-30	$217,455	7,483	-0.3%	Shares	Sole	2022-08-11
2022-03-31	$280,987	7,503	-38.2%	Shares	Sole	2022-05-11
2021-12-31	$456,125	12,131	-0.4%	Shares	Sole	2022-02-09
2021-09-30	$362,054	12,174	-1.0%	Shares	Sole	2021-11-09
2021-06-30	$394,584	12,300	+194.7%	Shares	Sole	2021-08-09
2021-03-31	$402,457	4,174	+1.2%	Shares	Sole	2021-05-12
2020-12-31	$374,434	4,126	+5.6%	Shares	Sole	2021-02-11
2020-09-30	$303,379	3,906	0.0%	Shares	Sole	2020-11-13
2020-06-30	$272,404	3,906	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.