CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership1,501 shares
Latest Disclosed Value $ 61,598
Jfs Wealth Advisors, Llc reports 0.33% increase in ownership of CSX / CSX Corporation

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,501 shares of CSX Corporation (AT:CSX) valued at $52,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,496 shares of CSX Corporation. This represents a change in shares of 0.33% during the quarter. The current value of the position is $61,143 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)
2026-04-20 2026-03-31 13F CSX COM 126408103 1,501 5 0.33 62 12.96 0.0034
2026-01-14 2025-12-31 13F CSX COM 126408103 1,496 -3,892 -72.23 54 -71.73 0.0031
2025-11-10 2025-09-30 13F CSX COM 126408103 5,388 4,601 584.63 191 664.00 0.0112
2025-07-24 2025-06-30 13F CSX COM 126408103 787 -839 -51.60 26 -46.81 0.0016
2025-04-22 2025-03-31 13F CSX COM 126408103 1,626 207 14.59 48 4.44 0.0032
2025-01-31 2024-12-31 13F CSX COM 126408103 1,419 -7,914 -84.80 46 -86.02 0.0031
2024-10-25 2024-09-30 13F CSX COM 126408103 9,333 -186 -1.95 322 1.26 0.0216
2024-07-15 2024-06-30 13F CSX COM 126408103 9,519 -314 -3.19 318 -12.64 0.0251
2024-04-30 2024-03-31 13F CSX COM 126408103 9,833 8,704 770.95 365 833.33 0.0289
2024-02-07 2023-12-31 13F CSX COM 126408103 1,129 50 4.63 39 18.18 0.0033
2023-11-02 2023-09-30 13F CSX COM 126408103 1,079 103 10.55 33 0.00 0.0031
2023-08-07 2023-06-30 13F CSX COM 126408103 976 87 9.79 33 26.92 0.0030
2023-04-19 2023-03-31 13F CSX COM 126408103 889 -56 -5.93 27 -10.34 0.0025
2023-02-13 2022-12-31 13F CSX COM 126408103 945 -170 -15.25 29 -3.33 0.0029
2022-10-21 2022-09-30 13F CSX COM 126408103 1,115 350 45.75 30 36.36 0.0033
2022-08-02 2022-06-30 13F CSX COM 126408103 765 -428 -35.88 22 -51.11 0.0023
2022-05-02 2022-03-31 13F CSX COM 126408103 1,193 352 41.85 45 40.63 0.0042
2022-02-03 2021-12-31 13F CSX COM 126408103 841 241 40.17 32 77.78 0.0030
2021-11-09 2021-09-30 13F CSX COM 126408103 600 600 18 0.0018
2021-02-01 2020-12-31 13F CSX COM 126408103 0 -1,500 -100.00 0 -100.00
2020-10-28 2020-09-30 13F CSX COM 126408103 1,500 0 0.00 117 11.43 0.0278
2020-08-05 2020-06-30 13F CSX COM 126408103 1,500 0 0.00 105 22.09 0.0272
2020-04-29 2020-03-31 13F CSX COM 126408103 1,500 0 0.00 86 -21.10 0.0258
2020-02-03 2019-12-31 13F CSX COM 126408103 1,500 0 0.00 109 4.81 0.0268
2019-10-30 2019-09-30 13F CSX COM 126408103 1,500 0 0.00 104 -10.34 0.0265
2019-08-06 2019-06-30 13F CSX COM 126408103 1,500 0 0.00 116 3.57 0.0294
2019-04-23 2019-03-31 13F CSX COM 126408103 1,500 0 0.00 112 20.43 0.0292
2019-01-26 2018-12-31 13F CSX COM 126408103 1,500 0 0.00 93 -16.22 0.0249
2018-11-09 2018-09-30 13F CSX COM 126408103 1,500 0 0.00 111 15.63 0.0286
2018-07-25 2018-06-30 13F CSX COM 126408103 1,500 0 0.00 96 14.29 0.0253
2018-04-26 2018-03-31 13F CSX COM 126408103 1,500 0 0.00 84 1.20 0.0222
2018-01-30 2017-12-31 13F CSX COM 126408103 1,500 0 0.00 83 2.47 0.0203
2017-10-20 2017-09-30 13F CSX COM 126408103 1,500 0 0.00 81 -1.22 0.0209
2017-07-28 2017-06-30 13F CSX COM 126408103 1,500 -750 -33.33 82 1.23 0.0225
2017-04-24 2017-03-31 13F CSX COM 126408103 2,250 0 0.00 81 0.00 0.0219
2017-01-30 2016-12-31 13F CSX COM 126408103 2,250 -5,250 -70.00 81 -64.63 0.0219
2016-10-26 2016-09-30 13F CSX COM 126408103 7,500 6,000 400.00 229 487.18 0.0654
2016-04-25 2016-03-31 13F CSX COM 126408103 1,500 0 0.00 39 0.00 0.0115
2016-02-03 2015-12-31 13F CSX COM 126408103 1,500 0 0.00 39 -2.50 0.0112
2015-10-27 2015-09-30 13F CSX COM 126408103 1,500 0 0.00 40 -18.37 0.0176
2015-07-31 2015-06-30 13F CSX COM 126408103 1,500 0 0.00 49 -2.00 0.0252
2015-04-28 2015-03-31 13F CSX COM 126408103 1,500 0 0.00 50 -7.41 0.0235
2015-01-23 2014-12-31 13F CSX COM 126408103 1,500 0 0.00 54 12.50 0.0086
2014-10-29 2014-09-30 13F CSX COM 126408103 1,500 0 0.00 48 4.35 0.0084
2014-07-29 2014-06-30 13F CSX COM 126408103 1,500 -6,552 -81.37 46 -80.17 0.0084
2014-01-14 2013-12-31 13F CSX COM 126408103 8,052 0 0.00 232 12.08 0.1011
2013-10-10 2013-09-30 13F CSX COM 126408103 8,052 8,052 207 0.0967
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.