Position in CSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$732,484
+$88,944 QoQ
Shares Held
15,411
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,013
of 1,982 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $732,484 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
15,411 | $732,484 |
All Filings in CSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,484 | 15,411 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $643,540 | 15,677 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $467,117 | 12,886 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $458,682 | 12,917 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $228,899 | 7,015 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||