Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,457,823
+$332,911 QoQ
Shares Held
51,711
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#566
of 1,978 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026AA Financial Advisors, LLC holds $2,835,631 across 2 Railroads names. CSX ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
51,711 | $2,457,823 | |
| 2 | UNP |
Union Pacific Corp
|
1,389 | $377,808 |
All Filings in CSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457,823 | 51,711 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,124,912 | 51,764 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,790,858 | 49,403 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,776,139 | 50,018 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,128,378 | 34,581 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $974,162 | 33,101 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,029,864 | 31,914 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,018,462 | 29,495 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $912,415 | 27,277 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,001,371 | 27,013 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||