Position in CSX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$269,657
+$35,954 QoQ
Shares Held
6,569
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Holistic Financial Partners holds $275,808 across 1 Railroads name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,014 | $275,808 |
All Filings in CSX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,657 | 6,569 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $233,703 | 6,447 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $229,323 | 6,458 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $246,421 | 7,552 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $227,788 | 7,740 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $268,195 | 8,311 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $282,766 | 8,189 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $249,704 | 7,465 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $261,825 | 7,063 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $275,730 | 7,953 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $236,652 | 7,696 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $262,433 | 7,696 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $390,477 | 13,042 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $375,291 | 12,114 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $201,780 | 5,388 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $202,588 | 5,388 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||