Bay Harbor Wealth Management, LLC

Position in CSX — Csx Corp

CIK 1767989 Hunt Valley, MD

Position in CSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$17,015

+$5,686 QoQ

Shares Held

358

+29.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,880

of 1,982 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $90,571 across 5 Railroads names. CSX ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	191	$51,952
2	CSX	Csx Corp This page	358	$17,015
3	NSC	Norfolk Southern Corp	38	$11,954
4	WAB	Westinghouse Air Brake Technologies Corp	34	$9,166
5	TRN	Trinity Industries Inc	14	$484

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,015	358	+29.7%	Shares	Other	2026-07-28
2026-03-31	$11,329	276	+38.7%	Shares	Other	2026-04-14
2025-12-31	$7,213	199	+64.5%	Shares	Other	2026-02-02
2025-09-30	$4,296	121	+22.2%	Shares	Other	2025-10-09
2025-06-30	$3,230	99	+83.3%	Shares	Sole	2025-07-22
2025-03-31	$1,589	54	-14.3%	Shares	Sole	2025-05-12
2024-03-31	$2,335	63	-18.2%	Shares	Other	2024-04-22
2023-12-31	$2,669	77	0.0%	Shares	Other	2024-01-26
2023-09-30	$2,367	77	0.0%	Shares	Other	2023-10-25
2023-06-30	$2,625	77	-10.5%	Shares	Other	2023-07-19
2023-03-31	$2,574	86	-90.2%	Shares	Other	2023-05-03
2020-12-31	$79,406	875	0.0%	Shares	Sole	2021-02-09
2020-09-30	$67,961	875	0.0%	Shares	Sole	2020-10-27
2020-06-30	$61,022	875	0.0%	Shares	Sole	2020-07-16
2020-03-31	$50,137	875	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.