Regent Peak Wealth Advisors LLC

Position in CSX — Csx Corp

CIK 1803329 ATLANTA, GA

Position in CSX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$377,150

+$58,356 QoQ

Shares Held

7,935

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,304

of 1,982 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $1,205,828 across 3 Railroads names. CSX ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	2,104	$572,288
2	CSX	Csx Corp This page	7,935	$377,150
3	NSC	Norfolk Southern Corp	815	$256,390

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,150	7,935	+2.2%	Shares	Sole	2026-07-10
2026-03-31	$318,794	7,766	+0.5%	Shares	Sole	2026-04-14
2025-12-31	$280,212	7,730	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$274,172	7,721	-1.7%	Shares	Sole	2025-10-16
2025-03-31	$231,260	7,858	-7.0%	Shares	Sole	2025-04-14
2024-12-31	$272,584	8,447	+0.3%	Shares	Sole	2025-01-07
2024-09-30	$290,811	8,422	+1.9%	Shares	Sole	2024-10-16
2024-06-30	$276,397	8,263	+2.1%	Shares	Sole	2024-08-14
2024-03-31	$300,044	8,094	+0.3%	Shares	Sole	2024-05-01
2023-12-31	$279,821	8,071	-0.9%	Shares	Sole	2024-01-23
2023-09-30	$250,366	8,142	+2.5%	Shares	Sole	2023-11-03
2023-06-30	$270,992	7,947	-0.6%	Shares	Sole	2023-07-19
2023-03-31	$239,280	7,992	+1.4%	Shares	Sole	2023-04-24
2022-12-31	$244,246	7,884	+0.9%	Shares	Sole	2023-02-08
2022-09-30	$208,244	7,817	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$221,698	7,629	-0.6%	Shares	Sole	2022-08-11
2022-03-31	$287,353	7,673	-4.6%	Shares	Sole	2022-05-03
2021-12-31	$302,266	8,039	+2.5%	Shares	Sole	2022-02-11
2021-09-30	$233,340	7,846	+1.4%	Shares	Sole	2021-11-08
2021-06-30	$248,235	7,738	+208.8%	Shares	Sole	2021-08-16
2021-03-31	$241,628	2,506	+2.0%	Shares	Sole	2021-04-28
2020-12-31	$222,972	2,457	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.