Aventail Capital Group’s Kirby Corp KEX Stock Holding History

Aventail Capital Group’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	$2.92M	Buy	22,002 +7,295	+50%	+$924K	0.14%	149
2025 Q4	$1.62M	Sell	14,707 -24,381	-62%	-$2.48M	0.09%	131
2025 Q3	$3.26M	Sell	39,088 -211,368	-84%	-$21.2M	0.15%	112
2025 Q2	$28.4M	Hold	250,456	–	–	1.25%	28
2025 Q1	$25.3M	Buy	250,456 +456	+0.2%	+$47.6K	1.25%	32
2024 Q4	$26.4M	Sell	250,000 -47,243	-16%	-$5.69M	1.36%	26
2024 Q3	$36.4M	Buy	+297,243	New	+$35.5M	2.14%	19

Other funds holding KEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Aventail Capital Group's KEX Position: Q1 2026 in Review

Aventail Capital Group increased its Kirby Corp (KEX) stake by 50% in Q1 2026, buying an estimated $924K and bringing the position to 22,002 shares worth $2.92M. The position accounts for 0.14% of the portfolio, ranked #149.

Aventail Capital Group first reported a position in KEX in Q3 2024 and has held it in 7 quarters since. The position peaked at $36.4M in Q3 2024. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Aventail Capital Group held 22,002 shares of Kirby Corp worth $2.92M as of Q1 2026.
Aventail Capital Group bought 7,295 Kirby Corp shares in Q1 2026, an estimated $924K.
Kirby Corp made up 0.14% of Aventail Capital Group's portfolio in Q1 2026, its #149 holding.
Aventail Capital Group first reported a position in Kirby Corp in Q3 2024 and has held it in 7 quarters since.
Aventail Capital Group's Kirby Corp position peaked at $36.4M in Q3 2024.
432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.