Position in KEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,767,805
New position
Shares Held
20,356
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#161
of 464 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 3%
None 0%
Position in Marine Shipping
Industrials · as of Jun 30, 2026Moran Wealth Management, LLC holds $3,236,657 across 2 Marine Shipping names. KEX ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
20,356 | $2,767,805 | |
| 2 | CMDB |
Costamare Bulkers Holdings Ltd
|
26,700 | $468,852 |
All Filings in KEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,767,805 | 20,356 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||