Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$513,081
-$166,658 QoQ
Shares Held
10,795
-34.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,176
of 1,982 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,968,278 across 9 Railroads names. CSX ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
5,334 | $1,450,848 | |
| 2 | CSX |
Csx Corp
This page
|
10,795 | $513,081 | |
| 3 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,338 | $360,719 | |
| 4 | NSC |
Norfolk Southern Corp
|
980 | $308,294 | |
| 5 | CNI |
Canadian National Railway Co
|
1,270 | $151,431 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
1,450 | $125,638 | |
| 7 | TRN |
Trinity Industries Inc
|
1,458 | $50,414 | |
| 8 | GBX |
Greenbrier Companies Inc
|
140 | $6,861 |
All Filings in CSX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,081 | 10,795 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $679,739 | 16,559 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $487,994 | 13,462 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $414,433 | 11,671 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $341,536 | 10,467 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $371,522 | 12,624 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $393,560 | 12,196 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $362,251 | 10,491 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $341,890 | 10,221 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $386,673 | 10,431 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $270,838 | 7,812 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $232,714 | 7,568 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $254,623 | 7,467 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $237,332 | 7,927 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $252,082 | 8,137 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $279,399 | 10,488 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $312,771 | 10,763 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $291,059 | 7,772 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $92,908 | 2,471 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||