Position in CSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,756
-$68,383 QoQ
Shares Held
58
-96.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,949
of 1,982 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Ascentis Independent Advisors holds $20,708 across 2 Railroads names. CSX ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
66 | $17,952 | |
| 2 | CSX |
Csx Corp
This page
|
58 | $2,756 |
All Filings in CSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756 | 58 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $71,139 | 1,733 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $9,079 | 263 | Shares | Sole | 2024-10-29 | |
| 2022-03-31 | $1,656,413 | 44,230 | Shares | Sole | 2022-05-18 | |
| 2020-12-31 | $208,725 | 2,300 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||