Arete Wealth Advisors’s Kirby Corp KEX Stock Holding History

Arete Wealth Advisors’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	$3.34M	Buy	24,594 +3,524	+17%	+$504K	0.22%	109
2026 Q1	$2.8M	Buy	+21,070	New	+$2.67M	0.21%	123
2023 Q1	–	Sell	-26,450	Closed	-$461K	–	693
2022 Q4	$461K	Buy	+26,450	New	+$1.77M	0.04%	344

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 $3.37T AUM 44.26% 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

Arete Wealth Advisors's KEX Position: Q2 2026 in Review

Arete Wealth Advisors increased its Kirby Corp (KEX) stake by 17% in Q2 2026, buying an estimated $504K and bringing the position to 24,594 shares worth $3.34M. The position accounts for 0.22% of the portfolio, ranked #109.

Arete Wealth Advisors first reported a position in KEX in Q4 2022 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Arete Wealth Advisors held 24,594 shares of Kirby Corp worth $3.34M as of Q2 2026.
Arete Wealth Advisors bought 3,524 Kirby Corp shares in Q2 2026, an estimated $504K.
Kirby Corp made up 0.22% of Arete Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Arete Wealth Advisors first reported a position in Kirby Corp in Q4 2022 and has held it in 3 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.