CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership69,066 shares
Latest Disclosed Value $ 2,836,070
Prospera Financial Services Inc reports 20.27% increase in ownership of CSX / CSX Corporation

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 69,066 shares of CSX Corporation (US:CSX) valued at $2,835,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 57,424 shares of CSX Corporation. This represents a change in shares of 20.27% during the quarter. The current value of the position is $3,192,921 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)
2026-04-14 2026-03-31 13F CSX COM 126408103 69,066 11,642 20.27 2,836 36.22 0.0457
2026-02-09 2025-12-31 13F CSX COM 126408103 57,424 1,688 3.03 2,082 5.20 0.0342
2025-11-06 2025-09-30 13F CSX COM 126408103 55,736 -59,641 -51.69 1,980 -47.44 0.0338
2025-08-06 2025-06-30 13F CSX COM 126408103 115,377 75,287 187.79 3,765 219.07 0.0701
2025-05-15 2025-03-31 13F CSX COM 126408103 40,090 851 2.17 1,180 -6.79 0.0271
2025-02-13 2024-12-31 13F CSX COM 126408103 39,239 -2,061 -4.99 1,267 -11.22 0.0295
2024-11-07 2024-09-30 13F CSX COM 126408103 41,300 1,423 3.57 1,427 6.90 0.0364
2024-08-13 2024-06-30 13F CSX COM 126408103 39,877 -10,377 -20.65 1,334 -28.40 0.0371
2024-08-13 2024-03-31 13F CSX COM 126408103 50,254 19,484 63.32 1,864 74.77 0.0555
2024-02-14 2023-12-31 13F CSX COM 126408103 30,770 5,477 21.65 1,067 37.02 0.0353
2023-11-13 2023-09-30 13F CSX COM 126408103 25,293 950 3.90 778 -6.27 0.0301
2023-08-08 2023-06-30 13F CSX COM 126408103 24,343 6,527 36.64 831 55.72 0.0318
2023-05-12 2023-03-31 13F CSX COM 126408103 17,816 2,386 15.46 534 11.51 0.0219
2023-02-08 2022-12-31 13F CSX COM 126408103 15,430 5,275 51.94 478 77.04 0.0239
2022-10-27 2022-09-30 13F CSX COM 126408103 10,155 -482 -4.53 270 -12.62 0.0141
2022-08-08 2022-06-30 13F CSX COM 126408103 10,637 -6,718 -38.71 309 -52.46 0.0158
2022-05-04 2022-03-31 13F CSX COM 126408103 17,355 5,167 42.39 650 41.92 0.0272
2022-02-10 2021-12-31 13F CSX COM 126408103 12,188 1,930 18.81 458 50.16 0.0198
2021-11-12 2021-09-30 13F CSX COM 126408103 10,258 -1,344 -11.58 305 -18.01 0.0152
2021-08-16 2021-06-30 13F/A-1 CSX COM 126408103 11,602 7,803 205.40 372 1.36 0.0186
2021-08-12 2021-06-30 13F CSX COM 126408103 11,602 7,803 372 0.0192
2021-05-06 2021-03-31 13F CSX COM 126408103 3,799 1,100 40.76 367 49.19 0.0218
2021-02-12 2020-12-31 13F CSX COM 126408103 2,699 -11 -0.41 246 16.59 0.0169
2020-11-04 2020-09-30 13F CSX COM 126408103 2,710 2,710 211 0.0806
2020-05-15 2020-03-31 13F CSX COM 126408103 0 -2,878 -100.00 0 -100.00
2020-02-12 2019-12-31 13F CSX COM 126408103 2,878 2,878 208 0.0160
2019-10-22 2019-09-30 13F CSX COM 126408103 0 -4,994 -100.00 0 -100.00
2019-08-14 2019-06-30 13F/A-1 CSX COM 126408103 4,994 -619 -11.03 391 -7.78 0.0439
2019-08-14 2019-06-30 13F CSX COM 126408103 3,253 -2,360 204
2019-05-02 2019-03-31 13F CSX COM 126408103 5,613 2,360 72.55 424 107.84 0.1396
2019-02-13 2018-12-31 13F CSX COM 126408103 3,253 259 8.65 204 -8.52 0.0412
2018-10-25 2018-09-30 13F CSX COM 126408103 2,994 -2,254 -42.95 223 -34.02 0.0416
2018-07-18 2018-06-30 13F CSX COM 126408103 5,248 -29 -0.55 338 15.36 0.0458
2018-04-12 2018-03-31 13F CSX COM 126408103 5,277 5,277 293 0.0409
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.