Portside Wealth Group, LLC

Position in CSX — Csx Corp

CIK 1978608 Provo, UT

Position in CSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,443,533

+$263,921 QoQ

Shares Held

30,371

+5.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#743

of 1,982 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Portside Wealth Group, LLC holds $3,682,876 across 3 Railroads names. CSX ranks #2 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	6,647	$1,807,984
2	CSX	Csx Corp This page	30,371	$1,443,533
3	WAB	Westinghouse Air Brake Technologies Corp	1,600	$431,359

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,443,533	30,371	+5.7%	Shares	Sole	2026-07-14
2026-03-31	$1,179,612	28,736	+14.8%	Shares	Sole	2026-05-12
2025-12-31	$907,191	25,026	+22.6%	Shares	Other	2026-01-21
2025-09-30	$724,616	20,406	+1.9%	Shares	Sole	2025-11-05
2025-06-30	$653,219	20,019	-26.8%	Shares	Sole	2025-08-11
2025-03-31	$804,468	27,335	+1.3%	Shares	Other	2025-04-14
2024-12-31	$870,450	26,974	+2.5%	Shares	Sole	2025-04-14
2024-09-30	$908,862	26,321	+2.4%	Shares	Sole	2024-10-31
2024-06-30	$859,865	25,706	+49.1%	Shares	Other	2024-07-18
2024-03-31	$639,012	17,238	+6.5%	Shares	Other	2024-04-17
2023-12-31	$561,064	16,183	-12.3%	Shares	Other	2024-01-16
2023-09-30	$567,614	18,459	+0.6%	Shares	Other	2023-10-27
2023-06-30	$625,394	18,340	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.