Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$654,297
+$83,620 QoQ
Shares Held
13,766
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,060
of 1,982 holders
Holding Since
Jun 2023
13 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, 2026SageView Advisory Group, LLC holds $3,393,181 across 3 Railroads names. CSX ranks #3 (19.3% of the industry book) .
All Filings in CSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,297 | 13,766 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $570,677 | 13,902 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $513,263 | 14,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $548,558 | 15,448 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $523,744 | 16,051 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $489,097 | 16,619 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $354,679 | 10,991 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $233,181 | 6,753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $254,521 | 7,609 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $247,998 | 6,690 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $255,656 | 7,374 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $200,367 | 6,516 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $227,515 | 6,672 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||