Advisor OS, LLC

Position in CSX — Csx Corp

CIK 1767580 CHICAGO, IL

Position in CSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$578,389

+$105,085 QoQ

Shares Held

12,169

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,115

of 1,978 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Advisor OS, LLC holds $4,077,318 across 5 Railroads names. CSX ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	6,753	$2,124,424
2	UNP	Union Pacific Corp	3,219	$875,568
3	CSX	Csx Corp This page	12,169	$578,389
4	WAB	Westinghouse Air Brake Technologies Corp	986	$265,824
5	CNI	Canadian National Railway Co	1,955	$233,113

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,389	12,169	+5.5%	Shares	Sole	2026-08-05
2026-03-31	$473,304	11,530	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$418,794	11,553	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$398,987	11,236	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$366,302	11,226	+29.8%	Shares	Sole	2025-08-14
2025-03-31	$254,597	8,651	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$279,390	8,658	+0.2%	Shares	Sole	2025-02-05
2024-09-30	$298,302	8,639	+3.0%	Shares	Sole	2024-11-04
2024-06-30	$280,643	8,390	-4.7%	Shares	Sole	2024-08-05
2024-03-31	$326,288	8,802	+23.6%	Shares	Sole	2024-05-09
2023-12-31	$246,986	7,124	-25.5%	Shares	Sole	2024-02-08
2023-09-30	$293,998	9,561	+61.6%	Shares	Sole	2023-11-03
2023-06-30	$201,732	5,916	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.