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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
Q2 		$4.74M Buy
34,840
+12,838
+58% +$1.84M 0.27% 117
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aventail Capital Group's KEX Position: Q2 2026 in Review

Aventail Capital Group increased its Kirby Corp (KEX) stake by 58% in Q2 2026, buying an estimated $1.84M and bringing the position to 34,840 shares worth $4.74M. The position accounts for 0.27% of the portfolio, ranked #117.

Aventail Capital Group first reported a position in KEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.4M in Q3 2024. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Aventail Capital Group held 34,840 shares of Kirby Corp worth $4.74M as of Q2 2026.
  • Aventail Capital Group bought 12,838 Kirby Corp shares in Q2 2026, an estimated $1.84M.
  • Kirby Corp made up 0.27% of Aventail Capital Group's portfolio in Q2 2026, its #117 holding.
  • Aventail Capital Group first reported a position in Kirby Corp in Q3 2024 and has held it in 8 quarters since.
  • Aventail Capital Group's Kirby Corp position peaked at $36.4M in Q3 2024.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.