Position in CSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$498,209
+$226,664 QoQ
Shares Held
10,482
+58.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,188
of 1,978 holders
Holding Since
Mar 2024
5 quarters on record
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $7,414,043 across 3 Railroads names. CSX ranks #3 (6.7% 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 | $498,209 | 10,482 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $271,545 | 6,615 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $204,123 | 5,631 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $3,007,690 | 89,916 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,995,664 | 107,787 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||