Position in CSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,986,293
+$500,122 QoQ
Shares Held
83,869
-1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#468
of 1,982 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Derivatives in CSX
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$28,800
PutShares
16,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026Bleakley Financial Group, LLC holds $9,728,485 across 2 Railroads names. CSX ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
21,111 | $5,742,192 | |
| 2 | CSX |
Csx Corp
This page
|
83,869 | $3,986,293 |
All Filings in CSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,986,293 | 83,869 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,486,171 | 84,925 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,670,095 | 101,244 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,248,738 | 91,488 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,877,509 | 88,186 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,398,044 | 81,483 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,744,402 | 85,045 | Shares | Sole | 2025-01-27 | |
| 2024-12-31 | $28,800 | 16,000 | Put | Sole | 2025-01-27 | |
| 2024-09-30 | $2,993,302 | 86,687 | Shares | Sole | 2024-10-16 | |
| 2024-09-30 | $25,990 | 16,000 | Put | Sole | 2024-10-16 | |
| 2024-06-30 | $26,861 | 16,000 | Put | Sole | 2024-08-12 | |
| 2024-06-30 | $3,010,633 | 90,004 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,400 | 16,000 | Put | Sole | 2024-05-08 | |
| 2024-03-31 | $3,406,436 | 91,892 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,129,626 | 90,269 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,111,479 | 68,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,743,822 | 80,464 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,227,655 | 74,404 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,998,426 | 64,507 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||