Position in CSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$230,425
+$18,279 QoQ
Shares Held
4,848
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,566
of 1,978 holders
Holding Since
Dec 2021
14 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, 2026Berger Financial Group, Inc holds $894,073 across 3 Railroads names. CSX ranks #3 (25.8% of the industry book) .
All Filings in CSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,425 | 4,848 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $212,146 | 5,168 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $213,188 | 6,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $204,446 | 6,112 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $230,241 | 6,211 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $228,024 | 6,577 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $216,633 | 7,045 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $280,574 | 8,228 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $256,735 | 8,575 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $276,248 | 8,917 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $247,059 | 9,274 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $280,690 | 9,659 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $384,911 | 10,278 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $418,074 | 11,119 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||