Rothwell Investment Advisors, LLC’s Kirby Corp KEX Stock Holding History

Rothwell Investment Advisors, 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	$38.5K	Buy	+293	New	+$40.4K	0.02%	475

Other funds holding KEX

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KEX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Kirby Corp (KEX) in Q3 2026: 293 shares worth $38.5K. The stake represents 0.02% of the portfolio and ranks #475 among its holdings.

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

Rothwell Investment Advisors, LLC held 293 shares of Kirby Corp worth $38.5K as of Q3 2026.
Kirby Corp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Kirby Corp made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #475 holding.
203 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.