Position in CSX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$566,490
+$64,065 QoQ
Shares Held
13,800
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $566,490 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
13,800 | $566,490 |
All Filings in CSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $566,490 | 13,800 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $502,425 | 13,860 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $492,168 | 13,860 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $452,251 | 13,860 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $407,899 | 13,860 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $471,464 | 14,610 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $504,483 | 14,610 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $488,704 | 14,610 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $569,395 | 15,360 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $532,531 | 15,360 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $472,320 | 15,360 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $527,868 | 15,480 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $459,878 | 15,360 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $475,852 | 15,360 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $409,190 | 15,360 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $444,618 | 15,300 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $572,985 | 15,300 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $575,280 | 15,300 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $455,022 | 15,300 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $490,824 | 15,300 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $443,532 | 4,600 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $417,450 | 4,600 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $357,282 | 4,600 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $320,804 | 4,600 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $263,580 | 4,600 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||