Atria Investments’s Kirby Corp KEX Stock Holding History

Atria Investments’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	$5.9M	Sell	43,398 -1,272	-3%	-$182K	0.06%	343
2026 Q1	$5.94M	Buy	44,670 +523	+1%	+$66.3K	0.07%	316
2025 Q4	$4.86M	Sell	44,147 -12,944	-23%	-$1.32M	0.06%	380
2025 Q3	$4.76M	Buy	57,091 +2,776	+5%	+$279K	0.05%	407
2025 Q2	$6.16M	Buy	54,315 +7,548	+16%	+$792K	0.07%	313
2025 Q1	$4.72M	Buy	46,767 +11,437	+32%	+$1.19M	0.06%	388
2024 Q4	$3.74M	Sell	35,330 -23	-0.1%	-$2.77K	0.05%	445
2024 Q3	$4.33M	Buy	35,353 +7,629	+28%	+$910K	0.05%	403
2024 Q2	$3.32M	Buy	+27,724	New	+$3.1M	0.04%	460

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

Atria Investments's KEX Position: Q2 2026 in Review

Atria Investments reduced its Kirby Corp (KEX) stake by 2.8% in Q2 2026, selling an estimated $182K and leaving 43,398 shares worth $5.9M. The position accounts for 0.06% of the portfolio, ranked #343.

Atria Investments first reported a position in KEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.16M in Q2 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Atria Investments held 43,398 shares of Kirby Corp worth $5.9M as of Q2 2026.
Atria Investments sold 1,272 Kirby Corp shares in Q2 2026, an estimated $182K.
Kirby Corp made up 0.06% of Atria Investments's portfolio in Q2 2026, its #343 holding.
Atria Investments first reported a position in Kirby Corp in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Kirby Corp position peaked at $6.16M in Q2 2025.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.