Position in CSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$215,073
+$1,958 QoQ
Shares Held
4,525
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,609
of 1,978 holders
Holding Since
Dec 2020
15 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, 2026Tradition Wealth Management, LLC holds $996,771 across 3 Railroads names. CSX ranks #3 (21.6% of the industry book) .
All Filings in CSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,073 | 4,525 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $213,115 | 5,749 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $199,560 | 5,756 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $180,471 | 5,869 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $202,213 | 5,930 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $171,675 | 5,734 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $121,441 | 3,920 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $104,295 | 3,915 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $113,334 | 3,900 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $146,055 | 3,900 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $174,840 | 4,650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $138,291 | 4,650 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $149,172 | 4,650 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $149,451 | 1,550 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $140,662 | 1,550 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||