Envestnet Portfolio Solutions, Inc.

Position in CSX — Csx Corp

CIK 1998033 BERWYN, PA

Position in CSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,415,094

+$709,877 QoQ

Shares Held

50,812

+22.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#573

of 1,982 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $27,355,575 across 5 Railroads names. CSX ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	80,345	$21,853,840
2	CSX	Csx Corp This page	50,812	$2,415,094
3	WAB	Westinghouse Air Brake Technologies Corp	5,771	$1,555,861
4	NSC	Norfolk Southern Corp	2,707	$851,595
5	TRN	Trinity Industries Inc	19,641	$679,185

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,415,094	50,812	+22.3%	Shares	Sole	2026-07-20
2026-03-31	$1,705,217	41,540	-11.3%	Shares	Sole	2026-04-29
2025-12-31	$1,696,790	46,808	-1.7%	Shares	Sole	2026-02-06
2025-09-30	$1,690,950	47,619	-18.9%	Shares	Sole	2025-10-30
2025-06-30	$1,916,881	58,746	-9.2%	Shares	Sole	2025-07-25
2025-03-31	$1,904,062	64,698	-45.3%	Shares	Sole	2025-04-21
2024-12-31	$3,818,734	118,337	+3.1%	Shares	Sole	2025-02-10
2024-09-30	$3,964,182	114,804	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$3,838,153	114,743	-2.7%	Shares	Sole	2024-07-16
2024-03-31	$4,370,627	117,902	+4.5%	Shares	Sole	2024-05-06
2023-12-31	$3,909,978	112,777	-2.0%	Shares	Sole	2024-02-07
2023-09-30	$3,539,663	115,111	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.