Back to KEX

Krilogy Financial LLC → KEX

Krilogy Financial LLC KEX Position History

Kirby Corporation • Industrials

Quarters held
5
Latest value
$642K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$446K
Q4 2025$1.2M
Q1 2026$630K
Q2 2026$585K
Q3 2026$642K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$642K4.7K——
Q2 2026$585K4.3K——
Q1 2026$630K4.4K——
Q4 2025$1.2M9.3K——
Q3 2025$446K4.2K——

Other funds holding KEX

Other Krilogy Financial LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$131.2M
SPCX

SPACE EXPLORATION TECHN CORP

$130.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$126.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$120M
SCHW-PJ

SCHWAB STRATEGIC TR

$112.5M
PDI

PIMCO ETF TR

$106.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$106.2M
STT-PG

SELECT SECTOR SPDR TR

$105.7M