Position in CSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$294,400
+$82,213 QoQ
Shares Held
6,194
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,434
of 1,982 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $1,057,964 across 3 Railroads names. CSX ranks #3 (27.8% of the industry book) .
All Filings in CSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,400 | 6,194 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $212,187 | 5,169 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $172,441 | 4,757 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $157,451 | 4,434 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||