Position in KEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,922
-$318 QoQ
Shares Held
198
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 464 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026PRIVATE TRUST CO NA holds $28,144 across 2 Marine Shipping names. KEX ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
198 | $26,922 | |
| 2 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
47 | $1,222 |
All Filings in KEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,922 | 198 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $27,240 | 205 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $22,586 | 205 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $10,097 | 121 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $6,124 | 54 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $5,454 | 54 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,174 | 30 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $3,672 | 30 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,591 | 30 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $2,859 | 30 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,354 | 30 | Shares | Defined | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||