Position in CSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$304,239
+$64,836 QoQ
Shares Held
6,401
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,415
of 1,982 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $864,831 across 2 Railroads names. CSX ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
2,061 | $560,592 | |
| 2 | CSX |
Csx Corp
This page
|
6,401 | $304,239 |
All Filings in CSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,239 | 6,401 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $239,403 | 5,832 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||