Position in CSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,214,106
+$135,969 QoQ
Shares Held
25,544
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#804
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $4,133,733 across 4 Railroads names. CSX ranks #2 (29.4% of the industry book) .
All Filings in CSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,214,106 | 25,544 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,078,137 | 26,264 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $959,320 | 26,464 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $940,411 | 26,483 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $860,355 | 26,367 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $689,633 | 23,433 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $753,569 | 23,352 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $776,234 | 22,480 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $746,604 | 22,320 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $844,120 | 22,771 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $810,168 | 23,368 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $747,686 | 24,315 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $767,966 | 22,521 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $683,350 | 22,824 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $723,940 | 23,368 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $589,463 | 22,127 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $647,660 | 22,287 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $848,654 | 22,661 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $850,361 | 22,616 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $672,570 | 22,615 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $712,625 | 22,214 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $713,990 | 7,405 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $662,838 | 7,304 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $573,515 | 7,384 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $532,116 | 7,630 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $459,488 | 8,019 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||