Cooper Financial Group

Position in CSX — Csx Corp

CIK 1751581 IRVINE, CA

Position in CSX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$334,943

+$29,778 QoQ

Shares Held

7,047

-5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,374

of 1,982 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cooper Financial Group holds $1,542,325 across 5 Railroads names. CSX ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	2,110	$573,920
2	CSX	Csx Corp This page	7,047	$334,943
3	CNI	Canadian National Railway Co	1,812	$216,062
4	CP	Canadian Pacific Kansas City Ltd/Cn	2,440	$211,426
5	WAB	Westinghouse Air Brake Technologies Corp	764	$205,974

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,943	7,047	-5.2%	Shares	Sole	2026-07-08
2026-03-31	$305,165	7,434	+6.5%	Shares	Sole	2026-04-07
2025-12-31	$252,988	6,979	-33.9%	Shares	Sole	2026-01-08
2025-03-31	$310,780	10,560	+2.5%	Shares	Sole	2025-05-12
2024-12-31	$332,348	10,299	+5.3%	Shares	Sole	2025-01-13
2024-09-30	$337,599	9,777	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$325,100	9,719	—	Shares	Sole	2024-07-15
No filing history on record for this holder in this stock.