Position in CSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$93,840
+$10,973 QoQ
Shares Held
2,286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bernard Wealth Management Corp. holds $128,057 across 2 Railroads names. CSX ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
2,286 | $93,840 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
435 | $34,217 |
All Filings in CSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,840 | 2,286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $82,867 | 2,286 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $81,175 | 2,286 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $74,592 | 2,286 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $69,366 | 2,357 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $73,769 | 2,286 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||