Position in CSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$100,098
+$13,893 QoQ
Shares Held
2,106
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,737
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)
Position in Railroads
Industrials · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $289,665 across 4 Railroads names. CSX ranks #2 (34.6% of the industry book) .
All Filings in CSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,098 | 2,106 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $86,205 | 2,100 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $76,125 | 2,100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $78,725 | 2,217 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $74,885 | 2,295 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $65,246 | 2,217 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $100,585 | 3,117 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $107,630 | 3,117 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $104,263 | 3,117 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $115,547 | 3,117 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $108,066 | 3,117 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $95,847 | 3,117 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $106,289 | 3,117 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,502 | 117 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,624 | 117 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||