Position in CSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$832,487
+$64,237 QoQ
Shares Held
17,515
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#964
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, 2026Kapstone Financial Advisors LLC holds $1,085,447 across 2 Railroads names. CSX ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
17,515 | $832,487 | |
| 2 | UNP |
Union Pacific Corp
|
930 | $252,960 |
All Filings in CSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,487 | 17,515 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $768,250 | 18,715 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $678,418 | 18,715 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $666,806 | 18,778 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $612,726 | 18,778 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $552,636 | 18,778 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $605,966 | 18,778 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $648,404 | 18,778 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $628,124 | 18,778 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $703,514 | 18,978 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $662,578 | 19,111 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $627,146 | 20,395 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $695,469 | 20,395 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $610,626 | 20,395 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $631,837 | 20,395 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||