Position in CSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,901,373
+$1,264,135 QoQ
Shares Held
61,043
+53.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#518
of 1,949 holders
Holding Since
Dec 2020
23 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, 2026Integrated Wealth Concepts LLC holds $16,715,631 across 10 Railroads names. CSX ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
31,493 | $8,566,096 | |
| 2 | CSX |
Csx Corp
This page
|
61,043 | $2,901,373 | |
| 3 | WAB |
Westinghouse Air Brake Technologies Corp
|
6,892 | $1,858,083 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
18,169 | $1,574,343 | |
| 5 | NSC |
Norfolk Southern Corp
|
4,144 | $1,303,660 | |
| 6 | CNI |
Canadian National Railway Co
|
4,043 | $482,087 | |
| 7 | GBX |
Greenbrier Companies Inc
|
408 | $19,996 | |
| 8 | TRN |
Trinity Industries Inc
|
223 | $7,711 |
All Filings in CSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,901,373 | 61,043 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,637,238 | 39,884 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,116,862 | 30,810 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,165,473 | 32,821 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $557,679 | 17,091 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $754,850 | 25,649 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $908,820 | 28,163 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,113,247 | 32,240 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,354,490 | 40,493 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,351,979 | 36,471 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,241,151 | 35,799 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,407,212 | 45,763 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,550,970 | 45,483 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,029,995 | 34,402 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $876,114 | 28,280 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $721,224 | 27,073 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $780,987 | 26,875 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $920,783 | 24,587 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $736,396 | 19,585 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $657,313 | 22,102 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $586,839 | 18,293 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $277,496 | 2,878 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $233,318 | 2,571 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||