KINGSWOOD WEALTH ADVISORS, LLC

Position in CSX — Csx Corp

CIK 1987855 SAN DIEGO, CA

Position in CSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$908,583

+$336,264 QoQ

Shares Held

19,116

+37.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#918

of 1,982 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $4,651,107 across 4 Railroads names. CSX ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	7,191	$1,955,952
2	WAB	Westinghouse Air Brake Technologies Corp	4,293	$1,157,392
3	CSX	Csx Corp This page	19,116	$908,583
4	NSC	Norfolk Southern Corp	2,000	$629,180

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$908,583	19,116	+37.1%	Shares	Sole	2026-07-27
2026-03-31	$572,319	13,942	+0.6%	Shares	Sole	2026-04-28
2025-12-31	$502,135	13,852	+66.4%	Shares	Sole	2026-01-28
2025-09-30	$295,585	8,324	+4.1%	Shares	Sole	2025-10-23
2025-06-30	$260,811	7,993	-22.5%	Shares	Sole	2025-07-23
2025-03-31	$303,688	10,319	-10.6%	Shares	Sole	2025-07-25
2024-12-31	$372,589	11,546	-36.3%	Shares	Sole	2025-01-22
2024-09-30	$625,580	18,117	+7.9%	Shares	Sole	2024-10-21
2024-06-30	$561,792	16,795	+23.5%	Shares	Sole	2024-07-09
2024-03-31	$504,300	13,604	+85.0%	Shares	Sole	2024-04-15
2023-12-31	$254,928	7,353	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.