Position in CSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$477,343
-$11,808 QoQ
Shares Held
10,043
-15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,203
of 1,982 holders
Holding Since
Mar 2020
26 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, 2026Legacy Financial Advisors, Inc. holds $4,227,707 across 6 Railroads names. CSX ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
7,723 | $2,100,656 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
6,697 | $580,295 | |
| 3 | CSX |
Csx Corp
This page
|
10,043 | $477,343 | |
| 4 | NSC |
Norfolk Southern Corp
|
1,311 | $412,427 | |
| 5 | CNI |
Canadian National Railway Co
|
2,930 | $349,373 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,141 | $307,613 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,343 | 10,043 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $489,151 | 11,916 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $307,545 | 8,484 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $291,430 | 8,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $268,903 | 8,241 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $239,236 | 8,129 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $321,925 | 9,976 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $357,005 | 10,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $280,444 | 8,384 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $330,886 | 8,926 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $963,652 | 27,795 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $837,876 | 27,248 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $935,874 | 27,445 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $815,984 | 27,254 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $850,308 | 27,447 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $740,964 | 27,814 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $829,663 | 28,550 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,060,172 | 28,309 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,573,033 | 41,836 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,252,351 | 42,110 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,301,581 | 40,573 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,335,609 | 13,852 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,232,475 | 13,581 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,054,913 | 13,582 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $976,640 | 14,004 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $793,433 | 13,847 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||