Position in KEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,400,821
+$426,226 QoQ
Shares Held
17,657
+18.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 464 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $28,419,468 across 26 Marine Shipping names. KEX ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
60,638 | $11,656,441 | |
| 2 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
196,363 | $5,105,438 | |
| 3 | KEX |
Kirby Corp
This page
|
17,657 | $2,400,821 | |
| 4 | SFL |
SFL Corp Ltd.
|
181,793 | $1,854,288 | |
| 5 | NMM |
Navios Maritime Partners L.P.
|
23,268 | $1,630,388 | |
| 6 | GNK |
Genco Shipping & Trading Ltd
|
44,792 | $1,109,944 | |
| 7 | CMRE |
Costamare Inc.
|
57,893 | $811,659 | |
| 8 | ASC |
Ardmore Shipping Corp
|
43,809 | $613,762 |
All Filings in KEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,400,821 | 17,657 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,974,595 | 14,860 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,658,869 | 15,056 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,492,000 | 17,879 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,388,186 | 21,058 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,982,521 | 29,527 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,001,946 | 18,922 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,530,642 | 37,006 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,653,813 | 22,165 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,807,551 | 18,963 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,300,805 | 16,575 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,103,722 | 13,330 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $926,475 | 12,040 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $877,033 | 12,583 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $845,107 | 13,133 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $801,676 | 13,192 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $906,027 | 14,892 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,083,209 | 15,005 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,022,320 | 17,205 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,754,650 | 161,690 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,444,468 | 122,765 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,392,843 | 139,231 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,969,933 | 115,183 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,466,873 | 40,555 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $3,806,346 | 71,067 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,535,729 | 311,381 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||