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 Q3	$20.7K	Buy	158 +3	+2%	+$414	﹤0.01%	2240
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

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

AssetMark Inc's KEX Position: Q3 2026 in Review

AssetMark Inc increased its Kirby Corp (KEX) stake by 1.9% in Q3 2026, buying an estimated $414 and bringing the position to 158 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

AssetMark Inc first reported a position in KEX in Q3 2015 and has held it in 16 quarters since. The position peaked at $28K in Q4 2019. 203 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

AssetMark Inc held 158 shares of Kirby Corp worth $20.7K as of Q3 2026.
AssetMark Inc bought 3 Kirby Corp shares in Q3 2026, an estimated $414.
Kirby Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2240 holding.
AssetMark Inc first reported a position in Kirby Corp in Q3 2015 and has held it in 16 quarters since.
AssetMark Inc's Kirby Corp position peaked at $28K in Q4 2019.
203 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.