CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionARS Wealth Advisors Group, LLC
Latest Disclosed Ownership9,844 shares
Latest Disclosed Value $ 404,113
ARS Wealth Advisors Group, LLC reports 3.76% increase in ownership of CSX / CSX Corporation

On April 15, 2026 - ARS Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 9,844 shares of CSX Corporation (AT:CSX) valued at $343,900 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 9,487 shares of CSX Corporation. This represents a change in shares of 3.76% during the quarter. The current value of the position is $400,995 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)
2026-04-15 2026-03-31 13F CSX COM 126408103 9,844 357 3.76 404 17.78 0.0341
2026-01-12 2025-12-31 13F CSX COM 126408103 9,487 -13,909 -59.45 344 -58.67 0.0310
2025-10-06 2025-09-30 13F CSX COM 126408103 23,396 134 0.58 831 9.35 0.0820
2025-07-10 2025-06-30 13F CSX COM 126408103 23,262 3,315 16.62 759 29.30 0.0875
2025-04-14 2025-03-31 13F CSX COM 126408103 19,947 3 0.02 587 -8.71 0.0829
2025-01-14 2024-12-31 13F CSX COM 126408103 19,944 700 3.64 644 -3.16 0.0884
2024-10-15 2024-09-30 13F CSX COM 126408103 19,244 0 0.00 664 3.27 0.0816
2024-07-19 2024-06-30 13F CSX COM 126408103 19,244 1 0.01 644 -9.82 0.0835
2024-05-13 2024-03-31 13F CSX COM 126408103 19,243 0 0.00 713 6.90 0.0963
2024-02-06 2023-12-31 13F CSX COM 126408103 19,243 -612 -3.08 667 9.34 0.0988
2023-10-26 2023-09-30 13F CSX COM 126408103 19,855 1 0.01 611 -9.90 0.1001
2023-07-18 2023-06-30 13F CSX COM 126408103 19,854 -119 -0.60 677 13.21 0.1075
2023-05-11 2023-03-31 13F CSX COM 126408103 19,973 3,646 22.33 598 18.42 0.1102
2023-02-13 2022-12-31 13F CSX COM 126408103 16,327 1 0.01 506 16.09 0.0833
2022-11-14 2022-09-30 13F/A-1 CSX COM 126408103 16,326 1 0.01 435 -8.23 0.0664
2022-11-08 2022-09-30 13F CSX COM 126408103 0 -16,325 435 0.0665
2022-08-15 2022-06-30 13F CSX COM 126408103 16,325 402 2.52 474 -20.47 0.0651
2022-05-12 2022-03-31 13F CSX COM 126408103 15,923 211 1.34 596 0.85 0.1039
2022-02-08 2021-12-31 13F CSX COM 126408103 15,712 1 0.01 591 26.55 0.0992
2021-10-26 2021-09-30 13F CSX COM 126408103 15,711 15,711 467 0.0848
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.