Summit Financial, LLC

Position in CSX — Csx Corp

CIK 1765536 PARSIPPANY, NJ

Position in CSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,839,204

+$683,874 QoQ

Shares Held

59,735

+13.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#532

of 1,982 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $8,919,266 across 5 Railroads names. CSX ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	14,370	$3,908,640
2	CSX	Csx Corp This page	59,735	$2,839,204
3	NSC	Norfolk Southern Corp	3,342	$1,051,359
4	CP	Canadian Pacific Kansas City Ltd/Cn	9,258	$802,205
5	WAB	Westinghouse Air Brake Technologies Corp	1,179	$317,858

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,839,204	59,735	+13.8%	Shares	Sole	2026-08-12
2026-03-31	$2,155,330	52,505	+16.7%	Shares	Sole	2026-05-15
2025-12-31	$1,630,670	44,984	+5.9%	Shares	Sole	2026-02-13
2025-09-30	$1,507,719	42,459	+21.4%	Shares	Sole	2025-11-14
2025-06-30	$1,141,136	34,972	+7.8%	Shares	Sole	2025-08-13
2025-03-31	$954,444	32,431	+9.4%	Shares	Sole	2025-05-14
2024-12-31	$956,289	29,634	+13.1%	Shares	Sole	2025-02-12
2024-09-30	$904,616	26,198	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$872,476	26,083	+160.5%	Shares	Sole	2024-07-31
2024-03-31	$371,144	10,012	+47.8%	Shares	Sole	2024-04-24
2023-03-31	$202,783	6,773	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.