Position in CSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$367,549
+$50,110 QoQ
Shares Held
7,733
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,316
of 1,982 holders
Holding Since
Dec 2020
14 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, 2026BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $620,509 across 2 Railroads names. CSX ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
7,733 | $367,549 | |
| 2 | UNP |
Union Pacific Corp
|
930 | $252,960 |
All Filings in CSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,549 | 7,733 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $317,439 | 7,733 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $280,321 | 7,733 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $267,070 | 7,521 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $255,688 | 7,836 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $221,343 | 7,521 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $256,062 | 7,935 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $273,995 | 7,935 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $265,425 | 7,935 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $294,150 | 7,935 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $275,106 | 7,935 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $244,001 | 7,935 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $256,466 | 7,521 | Shares | Sole | 2023-07-24 | |
| 2020-12-31 | $9,710 | 107 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||