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CSX Corporation shares owned by TrustWell Financial Advisors

Quarter-by-quarter ownership of CSX Corporation (CSX) shares owned by TrustWell Financial Advisors from 13F filings

Historical chart of TrustWell Financial Advisors investment in CSX Corporation

Tip: Access up to 7 years of quarterly data

All positions including CSX Corporation held by TrustWell Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CSX Corporation by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $531k 13k 41.05
2025-12-31 $516k 14k 36.25

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding CSX Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Bank of America Corporation
Vanguard Portfolio Management
Bank of New York Mellon
Fisher Investments
Ameriprise Financial
Morgan Stanley
Dimensional Fund Advisors
Goldman Sachs Group
Royal Bank of Canada
Capital Research Global Investors

View all funds holding CSX Corporation