Position in KEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$243,522
+$20,284 QoQ
Shares Held
1,791
+6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 124 holders
Holding Since
Mar 2020
4 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, 2026Sowell Financial Services LLC holds $569,945 across 3 Marine Shipping names. KEX ranks #1 (42.7% of the industry book) .
All Filings in KEX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,522 | 1,791 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $223,238 | 1,680 | Shares | Sole | 2026-04-20 | |
| 2020-06-30 | $1,071 | 20 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $869 | 20 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||