CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership26,221 shares
Latest Disclosed Value $ 1,076,372
IFP Advisors, Inc reports 17.13% decrease in ownership of CSX / CSX Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 26,221 shares of CSX Corporation (US:CSX) valued at $1,076,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 31,643 shares of CSX Corporation. This represents a change in shares of -17.13% during the quarter. The current value of the position is $1,217,703 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)
2026-04-13 2026-03-31 13F CSX cs 126408103 26,221 -5,422 -17.13 1,076 -6.19 0.0223
2026-02-06 2025-12-31 13F CSX cs 126408103 31,643 -758 -2.34 1,147 -0.26 0.0258
2026-02-06 2025-09-30 13F/A-1 CSX cs 126408103 32,401 354 1.10 1,151 2.68 0.0299
2025-12-02 2025-09-30 13F CSX cs 126408103 31,906 -141 1,168 0.0301
2025-07-24 2025-06-30 13F CSX cs 126408103 32,047 1,532 5.02 1,121 24.72 0.0319
2025-05-05 2025-03-31 13F CSX cs 126408103 30,515 1,734 6.02 898 -3.23 0.0277
2025-02-04 2024-12-31 13F CSX cs 126408103 28,781 11,080 62.60 929 51.88 0.0304
2025-02-04 2024-09-30 13F CSX cs 126408103 17,701 -14,978 -45.83 611 -44.10 0.0220
2024-07-30 2024-06-30 13F CSX cs 126408103 32,679 15,612 91.47 1,093 72.94 0.0434
2024-07-30 2024-03-31 13F CSX cs 126408103 17,067 1,356 8.63 633 16.18 0.0277
2024-01-09 2023-12-31 13F CSX cs 126408103 15,711 1,973 14.36 545 28.91 0.0257
2023-10-12 2023-09-30 13F CSX cs 126408103 13,738 -36 -0.26 422 -10.02 0.0190
2023-08-14 2023-06-30 13F/A-1 CSX cs 126408103 13,774 181 1.33 470 -47.24 0.0196
2023-08-04 2023-06-30 13F CSX cs 126408103 13,774 181 901 0.0417
2023-04-18 2023-03-31 13F CSX cs 126408103 13,593 -83,486 -86.00 890 14,716.67 0.0387
2023-02-07 2022-12-31 13F CSX cs 126408103 97,079 -496 -0.51 6 -99.91 0.1699
2022-11-08 2022-09-30 13F CSX cs 126408103 97,575 1,663 1.73 6,389 1.75 0.1665
2022-09-06 2022-06-30 13F/A-1 CSX cs 126408103 95,912 0 0.00 6,279 0.00 0.2014
2022-09-06 2022-03-31 13F/A-1 CSX cs 126408103 95,912 83,211 655.15 6,279 1,221.89 0.2014
2022-08-08 2022-03-31 13F CSX CORP COM Stock 126408103 14,641 1,940 959 0.0196
2022-01-12 2021-12-31 13F CSX CORP COM Stock 126408103 12,701 -376 -2.88 475 21.79 0.0093
2021-10-06 2021-09-30 13F CSX CORP COM Stock 126408103 13,077 -3,077 -19.05 390 -24.71 0.0078
2021-07-13 2021-06-30 13F CSX CORP COM Stock 126408103 16,154 10,970 211.61 518 3.60 0.0107
2021-04-30 2021-03-31 13F CSX CORP COM Stock 126408103 5,184 13 0.25 500 6.84 0.0097
2021-01-25 2020-12-31 13F CSX CORP COM Stock 126408103 5,171 -576 -10.02 468 4.46 0.0190
2020-10-29 2020-09-30 13F CSX CORP COM Stock 126408103 5,747 -297 -4.91 448 8.47 0.0267
2020-08-05 2020-06-30 13F CSX CORP COM Stock 126408103 6,044 -619 -9.29 413 6.72 0.0327
2020-05-12 2020-03-31 13F CSX CORP COM Stock 126408103 6,663 746 12.61 387 -10.00 0.0391
2020-01-17 2019-12-31 13F CSX CORP COM Stock 126408103 5,917 -16,079 -73.10 430 -71.65 0.0323
2019-11-07 2019-09-30 13F CSX CORP COM Stock 126408103 21,996 4,016 22.34 1,517 12.96 0.1016
2019-05-15 2019-03-31 13F CSX Stock 126408103 17,980 -7,846 -30.38 1,343 -16.22 0.1834
2019-06-03 2018-12-31 13F/A-10 CSX Stock 126408103 25,826 -31,787 -55.17 1,603 -62.42 0.0977
2019-01-23 2018-12-31 13F CSX Stock 126408103 25,826 -31,787 1,603 0.0977
2019-06-03 2018-09-30 13F/A-9 CSX Stock 126408103 57,613 -2,662 -4.42 4,266 10.98 0.1739
2018-10-25 2018-09-30 13F CSX Stock 126408103 57,613 -2,662 4,266 0.1739
2019-06-03 2018-06-30 13F/A-8 CSX Stock 126408103 60,275 12,868 27.14 3,844 47.39 0.1617
2018-08-07 2018-06-30 13F CSX Stock 126408103 60,275 1,650 3,844
2019-06-03 2018-03-31 13F/A-7 CSX CORP COM Stock 126408103 47,407 0 0.00 2,608 0.00 0.1182
2018-05-09 2018-03-31 13F CSX Stock 126408103 58,625 11,218 3,266
2019-06-03 2017-12-31 13F/A-6 CSX CORP COM Stock 126408103 47,407 -24,286 -33.87 2,608 -32.96 0.1182
2018-01-24 2017-12-31 13F CSX CORP COM Stock 126408103 47,407 -24,286 2,608
2017-10-30 2017-09-30 13F CSX CORP COM Stock 126408103 71,693 -1,785 -2.43 3,890 -2.97 0.1545
2019-06-03 2017-06-30 13F/A-5 CSX CORP COM Stock 126408103 73,478 -146 -0.20 4,009 16.98 0.1699
2017-07-31 2017-06-30 13F CSX CORP COM Stock 126408103 73,478 -146 4,009
2019-06-03 2017-03-31 13F/A-4 CSX CORP COM Stock 126408103 73,624 -1,097 -1.47 3,427 27.64 0.1493
2017-04-26 2017-03-31 13F CSX CORP COM Stock 126408103 73,624 -1,097 3,427
2019-06-03 2016-12-31 13F/A-3 CSX CORP COM Stock 126408103 74,721 1,109 1.51 2,685 19.60 0.1296
2017-02-14 2016-12-31 13F CSX CORP COM Stock 126408103 74,721 1,109 2,685
2016-11-04 2016-09-30 13F CSX CORP COM Stock 126408103 73,612 -2,237 -2.95 2,245 13.50 0.1167
2019-06-03 2016-06-30 13F/A-2 CSX CORP COM Stock 126408103 75,849 57,869 321.85 1,978 47.28 0.1104
2016-08-22 2016-06-30 13F CSX CORP COM Stock 126408103 75,849 57,869 1,978
2019-06-03 2016-03-31 13F/A-1 CSX Stock 126408103 17,980 -32,572 -64.43 1,343 2.36 0.1834
2016-05-02 2016-03-31 13F CSX CORP COM Stock 126408103 75,643 25,091 1,948
2016-02-11 2015-12-31 13F CSX Stock 126408103 50,552 50,552 1,312 0.0881
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.