Position in CSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,808,577
+$6,696,663 QoQ
Shares Held
143,248
+28.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#363
of 1,982 holders
Holding Since
Mar 2021
12 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, 2026SOA Wealth Advisors, LLC. holds $8,786,116 across 4 Railroads names. CSX ranks #1 (77.5% of the industry book) .
All Filings in CSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,808,577 | 143,248 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $111,914 | 111,914 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $111,914 | 111,914 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $88,842 | 88,842 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $88,842 | 88,842 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $103,163 | 103,163 | Shares | Sole | 2025-04-14 | |
| 2022-06-30 | $232 | 8 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $299 | 8 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $300 | 8 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $237 | 8 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $192 | 6 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $96 | 1 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||