Position in CSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$305,903
+$42,445 QoQ
Shares Held
6,436
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,412
of 1,982 holders
Holding Since
Mar 2024
7 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, 2026Quantum Financial Advisors, LLC holds $972,893 across 3 Railroads names. CSX ranks #3 (31.4% of the industry book) .
All Filings in CSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,903 | 6,436 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $263,458 | 6,418 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $232,688 | 6,419 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $227,512 | 6,407 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $209,060 | 6,407 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $221,666 | 7,532 | Shares | Sole | 2025-04-09 | |
| 2024-03-31 | $271,982 | 7,337 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||