Position in CSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$339,459
+$76,247 QoQ
Shares Held
7,142
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,368
of 1,978 holders
Holding Since
Dec 2025
3 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, 2026Optivise Advisory Services LLC holds $339,459 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
7,142 | $339,459 |
All Filings in CSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,459 | 7,142 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $263,212 | 6,412 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $214,998 | 5,931 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||