Confluence Wealth Services, Inc.

Position in CSX — Csx Corp

CIK 1910411 MCMURRAY, PA

Position in CSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,456,889

+$232,861 QoQ

Shares Held

30,652

+2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#739

of 1,982 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $7,698,024 across 4 Railroads names. CSX ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	15,090	$4,104,480
2	NSC	Norfolk Southern Corp	5,299	$1,667,012
3	CSX	Csx Corp This page	30,652	$1,456,889
4	WAB	Westinghouse Air Brake Technologies Corp	1,742	$469,643

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,456,889	30,652	+2.8%	Shares	Sole	2026-07-22
2026-03-31	$1,224,028	29,818	-5.5%	Shares	Sole	2026-05-07
2025-12-31	$1,143,832	31,554	+0.7%	Shares	Sole	2026-01-28
2025-09-30	$1,112,670	31,334	+8.3%	Shares	Sole	2025-10-28
2025-06-30	$944,018	28,931	+0.0%	Shares	Sole	2025-07-22
2025-03-31	$851,321	28,927	-1.0%	Shares	Sole	2025-04-24
2024-12-31	$943,026	29,223	+0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,008,932	29,219	-1.3%	Shares	Sole	2024-10-29
2024-06-30	$990,487	29,611	+154.6%	Shares	Sole	2024-07-31
2024-03-31	$431,161	11,631	-7.7%	Shares	Sole	2024-04-22
2023-12-31	$436,703	12,596	-0.3%	Shares	Sole	2024-01-25
2023-09-30	$388,341	12,629	+9.4%	Shares	Sole	2023-11-01
2023-06-30	$393,479	11,539	+0.3%	Shares	Sole	2023-08-01
2023-03-31	$344,489	11,506	-14.1%	Shares	Sole	2023-05-12
2022-12-31	$415,162	13,401	+10.6%	Shares	Sole	2023-02-10
2022-09-30	$322,770	12,116	-1.8%	Shares	Sole	2022-11-08
2022-06-30	$358,542	12,338	+1.0%	Shares	Sole	2022-08-15
2022-03-31	$457,564	12,218	-0.2%	Shares	Sole	2022-04-26
2021-12-31	$460,412	12,245	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.