Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$44,107
+$6,136 QoQ
Shares Held
928
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,803
of 1,982 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $44,107 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
|
928 | $44,107 |
All Filings in CSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,107 | 928 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $37,971 | 925 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||