American Trust’s Kirby Corp KEX Stock Holding History

American Trust’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 Q1	$315K	Sell	2,369 -46	-2%	-$5.83K	0.03%	219
2025 Q4	$266K	Buy	+2,415	New	+$245K	0.02%	254
2025 Q3	–	Sell	-2,330	Closed	-$264K	–	342
2025 Q2	$264K	Buy	+2,330	New	+$244K	0.02%	238
2022 Q4	–	Sell	-4,872	Closed	-$296K	–	463
2022 Q3	$296K	Sell	4,872 -464	-9%	-$29.7K	0.03%	299
2022 Q2	$325K	Sell	5,336 -359	-6%	-$23.4K	0.03%	296
2022 Q1	$411K	Buy	+5,695	New	+$380K	0.03%	283

Other funds holding KEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

American Trust's KEX Position: Q1 2026 in Review

American Trust reduced its Kirby Corp (KEX) stake by 1.9% in Q1 2026, selling an estimated $5.83K and leaving 2,369 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #219.

American Trust first reported a position in KEX in Q1 2022 and has held it in 6 quarters since. The position peaked at $411K in Q1 2022. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

American Trust held 2,369 shares of Kirby Corp worth $315K as of Q1 2026.
American Trust sold 46 Kirby Corp shares in Q1 2026, an estimated $5.83K.
Kirby Corp made up 0.03% of American Trust's portfolio in Q1 2026, its #219 holding.
American Trust first reported a position in Kirby Corp in Q1 2022 and has held it in 6 quarters since.
American Trust's Kirby Corp position peaked at $411K in Q1 2022.
432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.