Financial Perspectives, Inc

Position in CSX — Csx Corp

CIK 2003287 MINNEAPOLIS, MN

Position in CSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$81,228

+$11,238 QoQ

Shares Held

1,709

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,756

of 1,978 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Financial Perspectives, Inc holds $247,463 across 4 Railroads names. CSX ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	438	$119,136
2	CSX	Csx Corp This page	1,709	$81,228
3	CP	Canadian Pacific Kansas City Ltd/Cn	500	$43,325
4	WAB	Westinghouse Air Brake Technologies Corp	14	$3,774

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,228	1,709	+0.2%	Shares	Sole	2026-07-24
2026-03-31	$69,990	1,705	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$61,661	1,701	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$60,224	1,696	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$55,177	1,691	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$49,618	1,686	-15.7%	Shares	Sole	2025-04-18
2024-12-31	$64,572	2,001	-2.5%	Shares	Sole	2025-02-03
2024-09-30	$70,855	2,052	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$68,472	2,047	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$75,734	2,043	+0.2%	Shares	Sole	2024-04-19
2023-12-31	$70,692	2,039	+0.2%	Shares	Sole	2024-02-01
2023-09-30	$62,576	2,035	+0.2%	Shares	Sole	2024-01-10
2023-06-30	$69,223	2,030	+0.2%	Shares	Sole	2024-01-10
2023-03-31	$60,658	2,026	+0.2%	Shares	Sole	2024-01-10
2022-12-31	$62,610	2,021	+0.1%	Shares	Sole	2024-01-10
2022-09-30	$53,759	2,018	+317.8%	Shares	Sole	2024-01-10
2022-06-30	$14,035	483	0.0%	Shares	Sole	2024-01-10
2022-03-31	$18,088	483	0.0%	Shares	Sole	2024-01-10
2021-12-31	$18,160	483	0.0%	Shares	Sole	2024-01-10
2021-09-30	$14,364	483	0.0%	Shares	Sole	2024-01-10
2021-06-30	$15,494	483	-96.9%	Shares	Sole	2024-01-10
2021-03-31	$161	15,524	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.