Position in KEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,081,856
+$152,170 QoQ
Shares Held
52,084
-0.1% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#97
of 464 holders
Holding Since
Mar 2024
10 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, 2026EverSource Wealth Advisors, LLC holds $7,415,703 across 18 Marine Shipping names. KEX ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
52,084 | $7,081,856 | |
| 2 | MATX |
Matson, Inc.
|
305 | $58,626 | |
| 3 | CMRE |
Costamare Inc.
|
4,004 | $56,133 | |
| 4 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
1,493 | $38,818 | |
| 5 | GSL |
Global Ship Lease, Inc.
|
1,018 | $38,275 | |
| 6 | SB |
Safe Bulkers, Inc.
|
4,802 | $30,298 | |
| 7 | SBLK |
Star Bulk Carriers Corp.
|
812 | $20,275 | |
| 8 | ASC |
Ardmore Shipping Corp
|
1,205 | $16,880 |
All Filings in KEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,081,856 | 52,084 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,929,686 | 52,150 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,808,465 | 52,718 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,226,740 | 50,650 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,155,729 | 45,461 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,505,449 | 34,704 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,433,378 | 13,548 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,092,196 | 8,921 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $796,202 | 6,650 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $401,295 | 4,210 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||