Position in KEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$251,680
+$118,800 QoQ
Shares Held
1,851
+85.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#332
of 466 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Allworth Financial LP holds $858,425 across 21 Marine Shipping names. KEX ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
1,851 | $251,680 | |
| 2 | GSL |
Global Ship Lease, Inc.
|
2,482 | $93,323 | |
| 3 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
3,537 | $91,962 | |
| 4 | CMRE |
Costamare Inc.
|
5,975 | $83,769 | |
| 5 | DAC |
Danaos Corp
|
655 | $80,152 | |
| 6 | NMM |
Navios Maritime Partners L.P.
|
1,115 | $78,128 | |
| 7 | DSX |
Diana Shipping Inc.
|
21,622 | $45,406 | |
| 8 | MATX |
Matson, Inc.
|
144 | $27,681 |
All Filings in KEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,680 | 1,851 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $132,880 | 1,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,673 | 351 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $27,788 | 333 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $38,219 | 337 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $30,707 | 304 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $24,863 | 235 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $29,995 | 245 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $30,531 | 255 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $23,162 | 243 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,344 | 221 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $18,547 | 224 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $17,852 | 232 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $16,170 | 232 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $14,221 | 221 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $13,430 | 221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,445 | 221 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $15,953 | 221 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $13,131 | 221 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,599 | 221 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $7,172 | 165 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||