Position in CSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$415,982
+$77,566 QoQ
Shares Held
8,752
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,258
of 1,982 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $415,982 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
|
8,752 | $415,982 |
All Filings in CSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,982 | 8,752 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $338,416 | 8,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $298,373 | 8,231 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $292,176 | 8,228 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $267,990 | 8,213 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $361,843 | 11,213 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||