Position in CSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,290,042
+$648,371 QoQ
Shares Held
48,181
+20.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#591
of 1,978 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $15,761,323 across 6 Railroads names. CSX ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
42,167 | $11,469,424 | |
| 2 | CSX |
Csx Corp
This page
|
48,181 | $2,290,042 | |
| 3 | NSC |
Norfolk Southern Corp
|
2,788 | $877,076 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,263 | $610,104 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
3,321 | $287,764 | |
| 6 | CNI |
Canadian National Railway Co
|
1,903 | $226,913 |
All Filings in CSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,290,042 | 48,181 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,641,671 | 39,992 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $514,967 | 14,206 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $453,995 | 12,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,353 | 14,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $433,974 | 14,746 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $626,780 | 19,423 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $656,035 | 18,999 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $664,183 | 19,856 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||