Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$143,302
+$19,537 QoQ
Shares Held
3,015
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,694
of 1,982 holders
Holding Since
Sep 2023
12 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, 2026Fortis Group Advisors, LLC holds $152,266 across 3 Railroads names. CSX ranks #1 (94.1% of the industry book) .
All Filings in CSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,302 | 3,015 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $123,765 | 3,015 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $109,293 | 3,015 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $107,062 | 3,015 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $98,379 | 3,015 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $88,731 | 3,015 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $97,294 | 3,015 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $104,107 | 3,015 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $100,851 | 3,015 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $111,766 | 3,015 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $209,060 | 6,030 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $92,711 | 3,015 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||