Allworth Financial’s Kirby Corp KEX Stock Holding History

Allworth Financial’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 Q2	$252K	Buy	1,851 +851	+85%	+$122K	﹤0.01%	1357
2026 Q1	$133K	Buy	1,000 +649	+185%	+$82.2K	﹤0.01%	1650
2025 Q4	$38.7K	Buy	351 +18	+5%	+$1.83K	﹤0.01%	2366
2025 Q3	$27.8K	Sell	333 -4	-1%	-$402	﹤0.01%	2504
2025 Q2	$38.2K	Buy	337 +33	+11%	+$3.46K	﹤0.01%	2115
2025 Q1	$29.9K	Buy	304 +69	+29%	+$7.2K	﹤0.01%	1834
2024 Q4	$26K	Sell	235 -10	-4%	-$1.21K	﹤0.01%	1936
2024 Q3	$30K	Sell	245 -10	-4%	-$1.19K	﹤0.01%	1660
2024 Q2	$31.4K	Buy	255 +12	+5%	+$1.34K	﹤0.01%	1598
2024 Q1	$23.2K	Buy	243 +22	+10%	+$1.86K	﹤0.01%	1688
2023 Q4	$17.3K	Sell	221 -3	-1%	-$235	﹤0.01%	1721
2023 Q3	$18.5K	Sell	224 -8	-3%	-$647	﹤0.01%	1571
2023 Q2	$17.9K	Hold	232	–	–	﹤0.01%	1604
2023 Q1	$16.2K	Buy	232 +11	+5%	+$758	﹤0.01%	1583
2022 Q4	$14.2K	Hold	221	–	–	﹤0.01%	1550
2022 Q3	$13K	Hold	221	–	–	﹤0.01%	1490
2022 Q2	$13K	Hold	221	–	–	﹤0.01%	1452
2022 Q1	$16K	Hold	221	–	–	﹤0.01%	1340
2021 Q4	$13K	Hold	221	–	–	﹤0.01%	1293
2021 Q3	$11K	Buy	+221	New	+$12.3K	﹤0.01%	1289
2020 Q2	–	Sell	-165	Closed	-$7K	–	1285
2020 Q1	$7K	Buy	+165	New	+$11.2K	﹤0.01%	791

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Allworth Financial's KEX Position: Q2 2026 in Review

Allworth Financial increased its Kirby Corp (KEX) stake by 85% in Q2 2026, buying an estimated $122K and bringing the position to 1,851 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Allworth Financial first reported a position in KEX in Q1 2020 and has held it in 21 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Allworth Financial held 1,851 shares of Kirby Corp worth $252K as of Q2 2026.
Allworth Financial bought 851 Kirby Corp shares in Q2 2026, an estimated $122K.
Kirby Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1357 holding.
Allworth Financial first reported a position in Kirby Corp in Q1 2020 and has held it in 21 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.