Position in CSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$218,828
-$6,495 QoQ
Shares Held
4,604
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,602
of 1,982 holders
Holding Since
Dec 2020
23 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $626,556 across 2 Railroads names. CSX ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,499 | $407,728 | |
| 2 | CSX |
Csx Corp
This page
|
4,604 | $218,828 |
All Filings in CSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,828 | 4,604 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $225,323 | 5,489 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $233,160 | 6,432 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $251,091 | 7,071 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $230,726 | 7,071 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $265,488 | 9,021 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $291,107 | 9,021 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $311,495 | 9,021 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $370,391 | 11,073 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $416,296 | 11,230 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $394,197 | 11,370 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $281,147 | 9,143 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $310,992 | 9,120 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $273,052 | 9,120 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $282,537 | 9,120 | Shares | Sole | 2025-01-29 | |
| 2022-09-30 | $242,956 | 9,120 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $265,027 | 9,120 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $341,544 | 9,120 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $342,912 | 9,120 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $271,228 | 9,120 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $292,569 | 9,120 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $293,116 | 3,040 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $275,880 | 3,040 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||