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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
2025
Q4 		– Sell
-14,200
Closed -$1.18M – 168
2025
Q3 		$1.18M Buy
+14,200
New +$1.43M 0.06% 135

Other funds holding KEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
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
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

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.