Position in CSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$547,783
+$74,682 QoQ
Shares Held
11,525
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,140
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, 2026Wealth Alliance Advisory Group, LLC holds $785,511 across 2 Railroads names. CSX ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
11,525 | $547,783 | |
| 2 | UNP |
Union Pacific Corp
|
874 | $237,728 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,783 | 11,525 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $473,101 | 11,525 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $417,781 | 11,525 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $409,075 | 11,520 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $375,897 | 11,520 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $339,033 | 11,520 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $371,750 | 11,520 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $397,785 | 11,520 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $385,344 | 11,520 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $427,046 | 11,520 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $399,398 | 11,520 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $354,240 | 11,520 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $392,832 | 11,520 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $344,908 | 11,520 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $356,889 | 11,520 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $306,892 | 11,520 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $334,771 | 11,520 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $431,424 | 11,520 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $433,152 | 11,520 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $342,604 | 11,520 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $369,561 | 11,520 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $370,252 | 3,840 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $348,480 | 3,840 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $298,252 | 3,840 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $267,801 | 3,840 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $220,032 | 3,840 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||