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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
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

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Morgan Stanley
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VPM
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Dimensional Fund Advisors
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VCM
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return