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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

CSX holding history

CSX Corp in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q2 2026)
22,351
Value
$1.06M
% of portfolio
0.1%
Quarters held
19
Since Q3 2021
Holdings of CSX by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,351$1.06M0.1%00.0%UnchangedHolders
Q1 202622,351$917.5K0.1%−1,709−7.1%ReducedHolders
Q4 202524,060$872.2K0.1%+1,709+7.6%AddedHolders
Q3 202522,351$793.7K0.1%00.0%UnchangedHolders
Q2 202522,351$729.3K0.1%00.0%UnchangedHolders
Q1 202522,351$657.8K0.1%−1,352−5.7%ReducedHolders
Q4 202423,703$764.9K0.1%−252−1.1%ReducedHolders
Q3 202423,955$827.2K0.1%−830−3.3%ReducedHolders
Q2 202424,785$829.1K0.1%−83−0.3%ReducedHolders
Q1 202424,868$921.8K0.1%+80.0%AddedHolders
Q4 202324,860$861.9K0.1%−37−0.1%ReducedHolders
Q3 202324,897$765.6K0.1%−5,591−18.3%ReducedHolders
Q2 202330,488$1.04M0.1%+1,013+3.4%AddedHolders
Q1 202329,475$882.5K0.1%+205+0.7%AddedHolders
Q4 202229,270$906.8K0.1%+115+0.4%AddedHolders
Q3 202229,155$777.0K0.1%+29,155NewHolders
Q2 20220$00.0%−28,636−100.0%Sold outHolders
Q1 202228,636$1.07M0.1%−198−0.7%ReducedHolders
Q4 202128,834$1.08M0.1%+10.0%AddedHolders
Q3 202128,833$857.0K0.1%+28,833NewHolders