Position in CSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$41,351
+$5,761 QoQ
Shares Held
870
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,808
of 1,982 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $1,430,603 across 4 Railroads names. CSX ranks #2 (2.9% of the industry book) .
All Filings in CSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,351 | 870 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,590 | 867 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,320 | 864 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,858 | 1,038 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $33,738 | 1,034 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,547 | 1,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,461 | 851 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||