JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in CSX — Csx Corp
CIK 2122180
AMMON, ID
Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$234,703
-$189,567 QoQ
Shares Held
4,938
-57.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,556
of 1,982 holders
Holding Since
Dec 2025
2 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $933,199 across 2 Railroads names. CSX ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
2,568 | $698,496 | |
| 2 | CSX |
Csx Corp
This page
|
4,938 | $234,703 |
All Filings in CSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,703 | 4,938 | Shares | Other | 2026-07-24 | |
| 2025-12-31 | $424,270 | 11,704 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||