Superior Planning, LLC’s Kirby Corp KEX Stock Holding History

Superior Planning, LLC’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.5K	Buy	+164	New	+$22.6K	0.01%	666

Other funds holding KEX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's KEX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Kirby Corp (KEX) in Q3 2026: 164 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings.

314 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

Superior Planning, LLC held 164 shares of Kirby Corp worth $21.5K as of Q3 2026.
Kirby Corp was a new Superior Planning, LLC position in Q3 2026.
Kirby Corp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #666 holding.
314 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.