Concord Wealth Partners

Position in CSX — Csx Corp

CIK 1814214 ABINGDON, VA

Position in CSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$329,668

+$44,905 QoQ

Shares Held

6,936

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,385

of 1,985 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Concord Wealth Partners holds $4,589,596 across 4 Railroads names. CSX ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	15,171	$4,126,512
2	CSX	Csx Corp This page	6,936	$329,668
3	WAB	Westinghouse Air Brake Technologies Corp	300	$80,880
4	NSC	Norfolk Southern Corp	167	$52,536

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,668	6,936	-0.0%	Shares	Sole	2026-07-27
2026-03-31	$284,763	6,937	-0.0%	Shares	Sole	2026-05-01
2025-12-31	$251,502	6,938	0.0%	Shares	Sole	2026-01-29
2025-09-30	$246,368	6,938	-5.3%	Shares	Sole	2025-11-05
2025-06-30	$239,112	7,328	-2.8%	Shares	Sole	2025-07-25
2025-03-31	$221,931	7,541	-24.6%	Shares	Sole	2025-05-02
2024-12-31	$322,538	9,995	-0.8%	Shares	Sole	2025-01-24
2024-09-30	$347,993	10,078	+0.9%	Shares	Sole	2024-10-24
2024-06-30	$334,165	9,990	-2.9%	Shares	Sole	2024-07-31
2024-03-31	$381,524	10,292	+0.0%	Shares	Sole	2024-04-30
2023-12-31	$356,754	10,290	-2.8%	Shares	Sole	2024-04-30
2023-09-30	$325,365	10,581	-1.4%	Shares	Sole	2024-04-30
2023-06-30	$365,927	10,731	+25.5%	Shares	Sole	2023-08-08
2023-03-31	$256,106	8,554	-14.7%	Shares	Sole	2023-04-26
2022-12-31	$310,667	10,028	+12.7%	Shares	Sole	2023-01-30
2022-09-30	$237,122	8,901	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$258,634	8,900	+5.5%	Shares	Sole	2022-08-04
2022-03-31	$315,853	8,434	0.0%	Shares	Sole	2022-04-20
2021-12-31	$317,118	8,434	+85.0%	Shares	Sole	2022-01-21
2021-09-30	$135,614	4,560	-45.8%	Shares	Sole	2021-11-09
2021-06-30	$270,049	8,418	+143.2%	Shares	Sole	2021-07-29
2021-03-31	$333,806	3,462	+77.8%	Shares	Sole	2021-05-13
2020-12-31	$176,690	1,947	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.