Position in KEX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$507,168
+$123,145 QoQ
Shares Held
3,730
+29.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#272
of 464 holders
Holding Since
Mar 2026
2 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, 2026HB Wealth Management, LLC holds $751,492 across 2 Marine Shipping names. KEX ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
3,730 | $507,168 | |
| 2 | MATX |
Matson, Inc.
|
1,271 | $244,324 |
All Filings in KEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,168 | 3,730 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $384,023 | 2,890 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||