Position in CSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$744,082
+$85,846 QoQ
Shares Held
15,655
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,009
of 1,982 holders
Holding Since
Jun 2023
5 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, 2026WCG Wealth Advisors LLC holds $6,309,953 across 3 Railroads names. CSX ranks #3 (11.8% of the industry book) .
All Filings in CSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,082 | 15,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $658,236 | 16,035 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $547,810 | 15,112 | Shares | Sole | 2026-02-10 | |
| 2023-09-30 | $444,030 | 14,440 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $368,757 | 10,814 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||