Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,460,264
+$190,342 QoQ
Shares Held
30,723
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#736
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, 2026Sovereign Financial Group, Inc. holds $1,801,279 across 2 Railroads names. CSX ranks #1 (81.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
30,723 | $1,460,264 | |
| 2 | NSC |
Norfolk Southern Corp
|
1,084 | $341,015 |
All Filings in CSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,460,264 | 30,723 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,269,922 | 30,936 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,123,133 | 30,983 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,093,530 | 30,795 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,080,901 | 33,126 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,009,596 | 34,305 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,147,779 | 35,568 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,319,391 | 38,210 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,258,823 | 37,633 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,402,691 | 37,839 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,343,219 | 38,743 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,169,637 | 38,037 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,367,375 | 40,099 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,082,750 | 36,164 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,093,903 | 35,310 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $897,874 | 33,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $988,417 | 34,013 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,238,434 | 33,069 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,049,829 | 27,921 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $810,890 | 27,266 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $205,376 | 6,402 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $617,280 | 6,402 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $255,098 | 2,811 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||