AssetMark Inc’s Kirby Corp KEX Stock Holding History

AssetMark Inc’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	$21.1K	Hold	155	–	–	﹤0.01%	2157
2026 Q1	$20.6K	Buy	155 +32	+26%	+$4.05K	﹤0.01%	2041
2025 Q4	$13.6K	Buy	123 +83	+208%	+$8.44K	﹤0.01%	2121
2025 Q3	$3.34K	Sell	40 -10	-20%	-$1K	﹤0.01%	2472
2025 Q2	$5.67K	Buy	50 +38	+317%	+$3.99K	﹤0.01%	2098
2025 Q1	$1.21K	Hold	12	–	–	﹤0.01%	2267
2024 Q4	$1.27K	Hold	12	–	–	﹤0.01%	2196
2024 Q3	$1.47K	Buy	+12	New	+$1.43K	﹤0.01%	1933
2020 Q1	–	Sell	-313	Closed	-$28K	–	1458
2019 Q4	$28K	Hold	313	–	–	﹤0.01%	865
2019 Q3	$26K	Sell	313 -30	-9%	-$2.3K	﹤0.01%	841
2019 Q2	$27K	Hold	343	–	–	﹤0.01%	837
2019 Q1	$26K	Sell	343 -39	-10%	-$2.84K	﹤0.01%	829
2018 Q4	$26K	Buy	+382	New	+$28.3K	﹤0.01%	828
2016 Q1	–	Sell	-35	Closed	-$2K	–	1300
2015 Q4	$2K	Buy	35 +32	+1,067%	+$1.98K	﹤0.01%	1100
2015 Q3	$0	Buy	+3	New	+$212	﹤0.01%	794

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

AssetMark Inc's KEX Position: Q2 2026 in Review

AssetMark Inc held its Kirby Corp (KEX) position steady in Q2 2026 at 155 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

AssetMark Inc first reported a position in KEX in Q3 2015 and has held it in 15 quarters since. The position peaked at $28K in Q4 2019. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

AssetMark Inc held 155 shares of Kirby Corp worth $21.1K as of Q2 2026.
AssetMark Inc left its Kirby Corp share count unchanged in Q2 2026.
Kirby Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2157 holding.
AssetMark Inc first reported a position in Kirby Corp in Q3 2015 and has held it in 15 quarters since.
AssetMark Inc's Kirby Corp position peaked at $28K in Q4 2019.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.