Position in KEX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$636,203
+$61,896 QoQ
Shares Held
4,679
+8.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 124 holders
Holding Since
Jun 2024
8 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, 2026Sequoia Financial Advisors, LLC holds $1,129,074 across 3 Marine Shipping names. KEX ranks #1 (56.3% of the industry book) .
All Filings in KEX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,203 | 4,679 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $574,307 | 4,322 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $617,669 | 5,606 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $294,979 | 2,601 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,259,694 | 22,371 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,385,366 | 22,546 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,757,490 | 22,523 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,689,973 | 22,467 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||