Position in CSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$401,961
+$54,802 QoQ
Shares Held
8,457
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,273
of 1,986 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, 2026Compass Financial Group, INC/SD holds $831,721 across 2 Railroads names. CSX ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,580 | $429,760 | |
| 2 | CSX |
Csx Corp
This page
|
8,457 | $401,961 |
All Filings in CSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,961 | 8,457 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $347,159 | 8,457 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $306,566 | 8,457 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $306,735 | 8,638 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $281,857 | 8,638 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $356,426 | 12,111 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $384,981 | 11,930 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $411,942 | 11,930 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $399,058 | 11,930 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $283,437 | 7,646 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $265,086 | 7,646 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $235,083 | 7,645 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $260,728 | 7,646 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $228,921 | 7,646 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $235,448 | 7,600 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||