Greenfield Savings Bank CSX — CSX CORP

Ownership history in Greenfield Savings Bank  ·  8 quarters on record

AI Ownership Summary

Greenfield Savings Bank reported CSX CORP (CSX) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows CSX at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Greenfield Savings Bank's position in CSX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CSX was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSX stock page Greenfield Savings Bank fund profile Greenfield Savings Bank full holdings
How Greenfield Savings Bank held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 15,109 -458 -2.9% 0.27% $718K 2026-07-07 $48.51
2026 Q1 ADDED — — — 15,567 +235 +1.5% 0.27% $639K 2026-04-16 $42.59
2025 Q4 ADDED — — — 15,332 +1,017 +7.1% 0.23% $556K 2026-02-02 $38.15
2025 Q3 ADDED — — — 14,315 +1,031 +7.8% 0.21% $508K 2025-10-06 $35.89
2025 Q2 ADDED — — — 13,284 +2,303 +21.0% 0.20% $433K 2025-07-07 $32.59
2025 Q1 ADDED — — — 10,981 +486 +4.6% 0.16% $323K 2025-04-10 $27.32
2024 Q4 ADDED — — — 10,495 +4,198 +66.7% 0.16% $339K 2025-01-13 $31.19
2024 Q3 INITIATED — — — 6,297 — — 0.10% $217K 2024-10-07 $32.80

🏢 Other funds also holding CSX

As of 2026 Q2 — sorted by position size

Maj Invest Holding A/S 3Y 7Y 5.46% Longboard Asset Management, LP 3.4% New England Research & Management, Inc. 3Y 7Y 2.29% Cohen Capital Management, Inc. 3Y 7Y 1.8% Sage Capital Advisors,llc 3Y 7Y 1.16% MFG WEALTH MANAGEMENT, INC. 1.06% JACOBS & CO/CA 3Y 7Y 0.74% Sage Investment Advisers LLC 3Y 0.68% Crescent Sterling, Ltd. 3Y 0.59% Town & Country Bank & Trust CO dba First Bankers Trust CO 3Y 7Y 0.56%

FAQ About Greenfield Savings Bank and CSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Greenfield Savings Bank reported owning CSX?

Greenfield Savings Bank reported CSX across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported CSX position in Greenfield Savings Bank's portfolio?

The largest reported portfolio weight for CSX was 0.27% in 2026 Q1.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q2, when Greenfield Savings Bank reported 15,109 shares, equal to 0.27% of portfolio, with an estimated market value of $718K.

What does the chart on this CSX ownership page compare?

The chart compares Greenfield Savings Bank's quarterly CSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Greenfield Savings Bank time their CSX position?

Based on 13F filing dates vs. subsequent CSX price moves, Greenfield Savings Bank correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on CSX relative to SPY over the holding period was +456.2%.

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