Bailard’s Kirby Corp KEX Stock Holding History

Bailard’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 Q3	–	Sell	-6,100	Closed	-$692K	–	835
2025 Q2	$692K	Buy	+6,100	New	+$640K	0.02%	402

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Bailard's KEX Position: Q3 2025 in Review

Bailard sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 6,100 shares — an estimated $692K sold.

Bailard first reported a position in KEX in Q2 2025 and held it in 1 quarter. The position peaked at $692K in Q2 2025. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

Bailard reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
Bailard sold 6,100 Kirby Corp shares in Q3 2025, an estimated $692K.
Bailard first reported a position in Kirby Corp in Q2 2025 and held it in 1 quarter.
Bailard's Kirby Corp position peaked at $692K in Q2 2025.
400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.