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Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

CSX holding history

CSX Corp in every 13F filed by Quantum Financial Advisors, 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)
6,436
Value
$305.9K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of CSX by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,436$305.9K<0.1%+18+0.3%AddedHolders
Q1 20266,418$263.5K<0.1%−10.0%ReducedHolders
Q4 20256,419$232.7K<0.1%+12+0.2%AddedHolders
Q3 20256,407$227.5K<0.1%00.0%UnchangedHolders
Q2 20256,407$209.1K<0.1%−1,125−14.9%ReducedHolders
Q1 20257,532$221.7K<0.1%+7,532NewHolders
Q2 20240$00.0%−7,337−100.0%Sold outHolders
Q1 20247,337$272.0K0.1%+7,337NewHolders