Position in CSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,604
+$49,572 QoQ
Shares Held
7,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,327
of 1,982 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $1,141,790 across 3 Railroads names. CSX ranks #2 (31.8% of the industry book) .
All Filings in CSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,604 | 7,650 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $314,032 | 7,650 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $277,312 | 7,650 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $271,651 | 7,650 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $249,619 | 7,650 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $225,139 | 7,650 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $246,865 | 7,650 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $264,154 | 7,650 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||