Krilogy Financial LLC KEX — KIRBY CORP

Ownership history in Krilogy Financial LLC  ·  11 quarters on record

AI Ownership Summary

Krilogy Financial LLC reported KIRBY CORP (KEX) in 11 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows KEX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Krilogy Financial LLC's position in KIRBY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

KEX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KEX stock page Krilogy Financial LLC fund profile Krilogy Financial LLC full holdings
How Krilogy Financial LLC held KEX — position size vs. price
% of Fund (quarterly)    KEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 4,725 +421 +9.8% 0.02% $642K 2026-10-13 $136.77
2026 Q2 REDUCED — — — 4,304 -84 -1.9% 0.02% $585K 2026-07-27 $145.08
2026 Q1 REDUCED 52.6% +3.4% ❌ 4,388 -4,879 -52.6% 0.02% $630K 2026-04-17 $142.09
2025 Q4 ADDED — — — 9,267 +5,067 +120.6% 0.04% $1.2M 2026-01-27 $128.49
2025 Q3 REDUCED 60.9% +33.1% ❌ 4,200 -6,550 -60.9% 0.02% $446K 2025-11-06 $106.27
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KEX

As of 2026 Q3 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.65% Fruth Investment Management 3Y 7Y 0.24% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.16% Bigelow Investment Advisors, LLC 3Y 7Y 0.12% Central Pacific Bank - Trust Division 0.07% Cadent Capital Advisors, LLC 3Y 0.05% GK Wealth Management LLC 0.01% True Wealth Design, LLC 3Y 0.01% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Krilogy Financial LLC and KEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Krilogy Financial LLC reported owning KEX?

Krilogy Financial LLC reported KEX across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported KEX position in Krilogy Financial LLC's portfolio?

The largest reported portfolio weight for KEX was 0.04% in 2025 Q4.

What is the latest reported KEX position on this page?

The most recent filing on this page is 2026 Q3, when Krilogy Financial LLC reported 4,725 shares, equal to 0.02% of portfolio, with an estimated market value of $642K.

What does the chart on this KEX ownership page compare?

The chart compares Krilogy Financial LLC's quarterly KEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Krilogy Financial LLC time their KEX position?

Based on 13F filing dates vs. subsequent KEX price moves, Krilogy Financial LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on KEX relative to SPY over the holding period was +9.6%.

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