KERR FINANCIAL PLANNING Corp CSX — CSX CORP

Ownership history in KERR FINANCIAL PLANNING Corp  ·  4 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported CSX CORP (CSX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows CSX at 0.13% 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 KERR FINANCIAL PLANNING Corp'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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
2025 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 KERR FINANCIAL PLANNING Corp fund profile KERR FINANCIAL PLANNING Corp full holdings
How KERR FINANCIAL PLANNING Corp 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,538 +1 +0.0% 0.13% $121K 2026-07-02 $48.89
2026 Q1 ADDED — — — 2,537 +10 +0.4% 0.14% $115K 2026-04-29 $44.54
2025 Q4 ADDED — — — 2,527 +8 +0.3% 0.14% $101K 2026-02-10 $40.64
2025 Q3 INITIATED — — — 2,519 — — 0.12% $88K 2025-11-25 $34.55

🏢 Other funds also holding CSX

As of 2026 Q2 — sorted by position size

Cedar Mountain Advisors, LLC 3Y 0.52% Hilltop National Bank 0.41% Roxbury Financial LLC 0.19% Kozak & Associates, Inc. 3Y 0.14% COLLECTIVE FAMILY OFFICE LLC 3Y 0.07% EASTERN BANK 3Y 7Y 0.03% CX Institutional 3Y 7Y 0.03% First Financial Bank - Trust Division 3Y 7Y 0.03% BURKETT FINANCIAL SERVICES, LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About KERR FINANCIAL PLANNING Corp and CSX

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

How long has KERR FINANCIAL PLANNING Corp reported owning CSX?

KERR FINANCIAL PLANNING Corp reported CSX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported CSX position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for CSX was 0.14% in 2026 Q1.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 2,538 shares, equal to 0.13% of portfolio, with an estimated market value of $121K.

What does the chart on this CSX ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp'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 KERR FINANCIAL PLANNING Corp time their CSX position?

Based on 13F filing dates vs. subsequent CSX price moves, KERR FINANCIAL PLANNING Corp correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on CSX relative to SPY over the holding period was +49.4%.

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