Position in CSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,088
+$5,854 QoQ
Shares Held
612
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,849
of 1,986 holders
Holding Since
Dec 2021
6 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, 2026Strategic Wealth Partners, Ltd. holds $11,836,822 across 6 Railroads names. CSX ranks #3 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
43,115 | $11,727,280 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
606 | $52,509 | |
| 3 | CSX |
Csx Corp
This page
|
612 | $29,088 | |
| 4 | NSC |
Norfolk Southern Corp
|
48 | $15,100 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
32 | $8,627 | |
| 6 | TRN |
Trinity Industries Inc
|
122 | $4,218 |
All Filings in CSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,088 | 612 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,234 | 566 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,082 | 554 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $19,708 | 555 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,794 | 55 | Shares | Sole | 2025-08-11 | |
| 2021-12-31 | $256,469 | 6,821 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||