Position in KEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,184,399
+$264,917 QoQ
Shares Held
38,129
+3.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 464 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $10,894,006 across 7 Marine Shipping names. KEX ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
38,129 | $5,184,399 | |
| 2 | SBLK |
Star Bulk Carriers Corp.
|
80,690 | $2,014,829 | |
| 3 | MATX |
Matson, Inc.
|
10,276 | $1,975,354 | |
| 4 | NMM |
Navios Maritime Partners L.P.
|
8,921 | $625,094 | |
| 5 | CMRE |
Costamare Inc.
|
36,332 | $509,373 | |
| 6 | ASC |
Ardmore Shipping Corp
|
32,355 | $453,292 | |
| 7 | DSX |
Diana Shipping Inc.
|
62,698 | $131,665 |
All Filings in KEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,184,399 | 38,129 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,919,482 | 37,022 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,215,926 | 38,264 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,436,738 | 29,200 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,332,438 | 29,384 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,125,450 | 30,942 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,073,171 | 29,047 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,539,328 | 28,909 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,513,715 | 29,347 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,378,711 | 35,446 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,395,208 | 30,520 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,468,598 | 29,814 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,219,313 | 28,841 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,019,626 | 28,976 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,497,359 | 38,809 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,149,859 | 35,377 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,441,117 | 23,687 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,671,751 | 37,010 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,556,188 | 43,019 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,584,790 | 33,044 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,564,936 | 25,807 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,357,867 | 22,526 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,309,484 | 25,265 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $988,489 | 27,329 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $809,077 | 15,106 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $618,099 | 14,219 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||