Position in KEX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$12,889
+$1,431 QoQ
Shares Held
97
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026Bell Investment Advisors, Inc holds $24,286 across 7 Marine Shipping names. KEX ranks #1 (53.1% of the industry book) .
All Filings in KEX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,889 | 97 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,458 | 104 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $16,606 | 199 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $32,208 | 284 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,171 | 170 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,464 | 80 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,794 | 80 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,578 | 80 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,625 | 80 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,199 | 79 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,038 | 85 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,848 | 102 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,388 | 106 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,271 | 113 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,502 | 107 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,186 | 151 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $13,250 | 223 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,995 | 125 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||