Position in KEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$345,091
New position
Shares Held
2,538
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 464 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Marine Shipping
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $545,971 across 2 Marine Shipping names. KEX ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
2,538 | $345,091 | |
| 2 | MATX |
Matson, Inc.
|
1,045 | $200,880 |
All Filings in KEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,091 | 2,538 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||