Bay Harbor Wealth Management’s Kirby Corp KEX Stock Holding History

Bay Harbor Wealth Management’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	$1.63K	Buy	12 +2	+20%	+$286	﹤0.01%	720
2026 Q1	$1.33K	Buy	10 +6	+150%	+$760	﹤0.01%	671
2025 Q4	$440	Buy	4 +1	+33%	+$102	﹤0.01%	900
2025 Q3	$250	Hold	3	–	–	﹤0.01%	978
2025 Q2	$340	Buy	3 +1	+50%	+$105	﹤0.01%	758
2025 Q1	$202	Buy	+2	New	+$209	﹤0.01%	668

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bay Harbor Wealth Management's KEX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Kirby Corp (KEX) stake by 20% in Q2 2026, buying an estimated $286 and bringing the position to 12 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Bay Harbor Wealth Management first reported a position in KEX in Q1 2025 and has held it in 6 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Bay Harbor Wealth Management held 12 shares of Kirby Corp worth $1.63K as of Q2 2026.
Bay Harbor Wealth Management bought 2 Kirby Corp shares in Q2 2026, an estimated $286.
Kirby Corp made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #720 holding.
Bay Harbor Wealth Management first reported a position in Kirby Corp in Q1 2025 and has held it in 6 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.