Position in CSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,729,244
+$4,352,221 QoQ
Shares Held
394,051
+12.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#243
of 1,982 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $65,979,869 across 7 Railroads names. CSX ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
90,710 | $24,673,120 | |
| 2 | CSX |
Csx Corp
This page
|
394,051 | $18,729,244 | |
| 3 | WAB |
Westinghouse Air Brake Technologies Corp
|
43,213 | $11,650,224 | |
| 4 | NSC |
Norfolk Southern Corp
|
16,624 | $5,229,744 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
39,713 | $3,441,131 | |
| 6 | CNI |
Canadian National Railway Co
|
15,855 | $1,890,550 | |
| 7 | TRN |
Trinity Industries Inc
|
10,580 | $365,856 |
All Filings in CSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,729,244 | 394,051 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,377,023 | 350,232 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,172,322 | 308,202 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,697,748 | 244,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,208,151 | 190,259 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,803,831 | 197,208 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,078,682 | 219,358 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,168,071 | 236,550 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,457,978 | 222,959 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,043,596 | 190,008 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,564,903 | 189,354 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,259,224 | 203,552 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,222,175 | 211,794 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,115,129 | 170,846 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,764,944 | 186,086 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,628,939 | 173,759 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,611,792 | 158,699 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,483,231 | 173,117 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $6,758,712 | 179,753 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $5,628,532 | 189,258 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $4,999,924 | 155,858 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $5,030,906 | 52,177 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $5,388,735 | 59,380 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $3,613,752 | 46,527 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||