Position in CSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$391,409
-$9,444 QoQ
Shares Held
8,235
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,288
of 1,982 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Financial Planning Hawaii, Inc. holds $1,339,298 across 3 Railroads names. CSX ranks #2 (29.2% of the industry book) .
All Filings in CSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,409 | 8,235 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $400,853 | 9,765 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $353,981 | 9,765 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||