Position in CSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$24,050
+$7,179 QoQ
Shares Held
506
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,865
of 1,978 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Valued Wealth Advisors LLC holds $198,291 across 7 Railroads names. CSX ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
522 | $141,984 | |
| 2 | NSC |
Norfolk Southern Corp
|
79 | $24,852 | |
| 3 | CSX |
Csx Corp
This page
|
506 | $24,050 | |
| 4 | TRN |
Trinity Industries Inc
|
84 | $2,904 | |
| 5 | CNI |
Canadian National Railway Co
|
17 | $2,027 | |
| 6 | GBX |
Greenbrier Companies Inc
|
34 | $1,666 | |
| 7 | WAB |
Westinghouse Air Brake Technologies Corp
|
3 | $808 |
All Filings in CSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,050 | 506 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,871 | 411 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,113 | 279 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,219 | 147 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,621 | 111 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,887 | 268 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,753 | 953 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $29,108 | 843 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $35,691 | 1,067 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $34,771 | 938 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,926 | 344 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||