Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,901,722
+$544,897 QoQ
Shares Held
40,011
+21.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#641
of 1,985 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $44,367,265 across 5 Railroads names. CSX ranks #3 (4.3% of the industry book) .
All Filings in CSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,722 | 40,011 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,356,825 | 33,053 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,471,677 | 40,598 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $698,943 | 19,683 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $629,987 | 19,307 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $555,226 | 18,866 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $603,094 | 18,689 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,146,672 | 33,208 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $548,613 | 16,401 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $633,934 | 17,101 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||