Position in KEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,382,058
+$558,413 QoQ
Shares Held
17,519
+27.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 466 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $3,186,017 across 4 Marine Shipping names. KEX ranks #1 (74.8% of the industry book) .
All Filings in KEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,382,058 | 17,519 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,823,645 | 13,724 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,457,681 | 13,230 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,130,664 | 13,549 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,954,734 | 17,236 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,466,362 | 14,517 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,396,771 | 13,202 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,670,434 | 13,644 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,562,117 | 13,047 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,482,035 | 15,548 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,703,172 | 21,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,902,495 | 22,977 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $814,669 | 10,587 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $813,747 | 11,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $750,449 | 11,662 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $830,422 | 13,665 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $68,688 | 1,129 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $631,662 | 8,750 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $60,964 | 1,026 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $39,710 | 828 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $50,391 | 831 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,238 | 850 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,240 | 159 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,655 | 184 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $742,930 | 13,871 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $942,820 | 21,689 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||