Bell Investment Advisors’s Kirby Corp KEX Stock Holding History

Bell Investment Advisors’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	$12.9K	Sell	97 -7	-7%	-$887	﹤0.01%	594
2025 Q4	$11.5K	Sell	104 -95	-48%	-$9.66K	﹤0.01%	642
2025 Q3	$16.6K	Sell	199 -85	-30%	-$8.54K	﹤0.01%	464
2025 Q2	$32.2K	Buy	284 +114	+67%	+$12K	0.01%	309
2025 Q1	$17.2K	Buy	170 +90	+113%	+$9.39K	﹤0.01%	431
2024 Q4	$8.46K	Hold	80	–	–	﹤0.01%	675
2024 Q3	$9.79K	Hold	80	–	–	﹤0.01%	635
2024 Q2	$9.58K	Hold	80	–	–	﹤0.01%	629
2024 Q1	$7.63K	Buy	80 +1	+1%	+$84	﹤0.01%	705
2023 Q4	$6.2K	Sell	79 -6	-7%	-$469	﹤0.01%	765
2023 Q3	$7.04K	Sell	85 -17	-17%	-$1.37K	﹤0.01%	640
2023 Q2	$7.85K	Sell	102 -4	-4%	-$288	﹤0.01%	607
2023 Q1	$7.39K	Sell	106 -7	-6%	-$482	﹤0.01%	596
2022 Q4	$7.27K	Buy	113 +6	+6%	+$400	﹤0.01%	624
2022 Q3	$7K	Sell	107 -44	-29%	-$2.82K	﹤0.01%	535
2022 Q2	$9K	Buy	+151	New	+$9.83K	﹤0.01%	460
2021 Q4	$13K	Buy	223 +98	+78%	+$5.48K	﹤0.01%	414
2021 Q3	$6K	Buy	+125	New	+$6.93K	﹤0.01%	638

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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 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