CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership67,192 shares
Latest Disclosed Value $ 2,758,242
Wealthspire Advisors, LLC reports 67.48% increase in ownership of CSX / CSX Corporation

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 67,192 shares of CSX Corporation (US:CSX) valued at $2,758,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 40,120 shares of CSX Corporation. This represents a change in shares of 67.48% during the quarter. The current value of the position is $3,106,286 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F CSX COM 126408103 67,192 27,072 67.48 2,758 89.68 0.0217
2026-02-12 2025-12-31 13F CSX COM 126408103 40,120 13,542 50.95 1,454 54.19 0.0116
2025-11-14 2025-09-30 13F CSX COM 126408103 26,578 -2,557 -8.78 944 -0.74 0.0049
2025-08-11 2025-06-30 13F CSX COM 126408103 29,135 -31,705 -52.11 951 -46.93 0.0053
2025-05-09 2025-03-31 13F CSX COM 126408103 60,840 31,892 110.17 1,791 91.65 0.0107
2025-02-04 2024-12-31 13F CSX COM 126408103 28,948 2,021 7.51 934 0.54 0.0093
2024-11-13 2024-09-30 13F CSX COM 126408103 26,927 -3,870 -12.57 930 -9.81 0.0095
2024-08-08 2024-06-30 13F CSX COM 126408103 30,797 153 0.50 1,030 -9.25 0.0132
2024-05-06 2024-03-31 13F CSX COM 126408103 30,644 -663 -2.12 1,136 4.61 0.0152
2024-02-07 2023-12-31 13F CSX COM 126408103 31,307 -222 -0.70 1,085 11.97 0.0154
2023-11-06 2023-09-30 13F CSX COM 126408103 31,529 209 0.67 970 -9.27 0.0160
2023-08-01 2023-06-30 13F CSX COM 126408103 31,320 50 0.16 1,068 14.10 0.0175
2023-05-09 2023-03-31 13F CSX COM 126408103 31,270 -6,097 -16.32 936 -19.10 0.0161
2023-02-14 2022-12-31 13F CSX COM 126408103 37,367 5,996 19.11 1,158 38.40 0.0211
2022-11-14 2022-09-30 13F CSX COM 126408103 31,371 6,117 24.22 836 13.90 0.0175
2022-08-09 2022-06-30 13F CSX COM 126408103 25,254 5,385 27.10 734 -1.34 0.0153
2022-05-09 2022-03-31 13F CSX COM 126408103 19,869 -14,061 -41.44 744 -41.69 0.0167
2022-02-14 2021-12-31 13F CSX COM 126408103 33,930 4,036 13.50 1,276 43.53 0.0282
2021-11-15 2021-09-30 13F CSX COM 126408103 29,894 29,894 889 0.0184
2021-08-13 2021-06-30 13F CSX COM 126408103 0 -14,608 -100.00 0 -100.00
2021-05-17 2021-03-31 13F CSX COM 126408103 14,608 7,441 103.82 1,409 116.77 0.0334
2021-02-16 2020-12-31 13F CSX COM 126408103 7,167 2,227 45.08 650 69.27 0.0193
2020-11-16 2020-09-30 13F CSX COM 126408103 4,940 603 13.90 384 27.15 0.0228
2020-08-14 2020-06-30 13F CSX COM 126408103 4,337 -3,446 -44.28 302 -32.29 0.0210
2020-05-12 2020-03-31 13F CSX COM 126408103 7,783 4,883 168.38 446 112.38 0.0187
2020-02-14 2019-12-31 13F CSX COM 126408103 2,900 2,900 210 0.0153
2019-05-07 2019-03-31 13F CSX COM 126408103 0 -836 -100.00 0 -100.00
2019-02-14 2018-12-31 13F CSX COM 126408103 836 836 52 0.0050
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.