Position in CSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$614,895
+$83,832 QoQ
Shares Held
12,937
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#1,085
of 1,982 holders
Holding Since
Dec 2025
3 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, 2026TrustWell Financial Advisors, LLC holds $614,895 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
12,937 | $614,895 |
All Filings in CSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,895 | 12,937 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $531,063 | 12,937 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $516,163 | 14,239 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||