Robertson Stephens Wealth Management, LLC

Position in CSX — Csx Corp

CIK 1767307 San Francisco, CA

Position in CSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$780,300

+$103,920 QoQ

Shares Held

16,417

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#991

of 1,982 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $4,787,885 across 4 Railroads names. CSX ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	11,109	$3,021,648
2	CSX	Csx Corp This page	16,417	$780,300
3	TRN	Trinity Industries Inc	18,541	$641,147
4	NSC	Norfolk Southern Corp	1,096	$344,790

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,300	16,417	-0.4%	Shares	Sole	2026-07-29
2026-03-31	$676,380	16,477	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$608,420	16,784	+87.8%	Shares	Sole	2026-02-02
2025-09-30	$317,423	8,939	+4.7%	Shares	Sole	2025-11-12
2025-06-30	$278,529	8,536	-2.8%	Shares	Sole	2025-07-24
2025-03-31	$258,571	8,786	-23.6%	Shares	Sole	2025-04-17
2024-12-31	$370,879	11,493	-60.3%	Shares	Sole	2025-01-27
2024-09-30	$1,000,506	28,975	-12.4%	Shares	Sole	2024-11-12
2024-06-30	$1,106,492	33,079	-8.8%	Shares	Sole	2024-08-13
2024-03-31	$1,344,973	36,282	+148.1%	Shares	Sole	2024-05-15
2023-12-31	$507,083	14,626	-28.2%	Shares	Sole	2024-02-06
2023-09-30	$626,715	20,381	-15.0%	Shares	Sole	2023-11-13
2023-06-30	$817,649	23,978	+7.2%	Shares	Sole	2023-08-11
2023-03-31	$669,488	22,361	-2.6%	Shares	Sole	2023-05-11
2022-12-31	$711,083	22,953	-20.7%	Shares	Sole	2023-02-14
2022-09-30	$771,441	28,958	+15.9%	Shares	Sole	2022-11-14
2022-06-30	$726,005	24,983	-1.2%	Shares	Sole	2022-08-12
2022-03-31	$947,185	25,292	+1.2%	Shares	Sole	2022-05-16
2021-12-31	$939,285	24,981	+24.6%	Shares	Sole	2022-02-14
2021-09-30	$596,495	20,057	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$642,883	20,040	+200.0%	Shares	Sole	2021-08-17
2021-03-31	$644,085	6,680	+1.8%	Shares	Sole	2021-05-07
2020-12-31	$595,773	6,565	0.0%	Shares	Sole	2021-02-10
2020-09-30	$509,903	6,565	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.