Bellars Harris Wealth Management’s Kirby Corp KEX Stock Holding History

Bellars Harris 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	$7.51M	Buy	+55,208	New	+$7.9M	1.53%	28

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

Bellars Harris Wealth Management's KEX Position: Q2 2026 in Review

Bellars Harris Wealth Management opened a new position in Kirby Corp (KEX) in Q2 2026: 55,208 shares worth $7.51M. The stake represents 1.53% of the portfolio and ranks #28 among its holdings.

464 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Bellars Harris Wealth Management held 55,208 shares of Kirby Corp worth $7.51M as of Q2 2026.
Kirby Corp was a new Bellars Harris Wealth Management position in Q2 2026.
Kirby Corp made up 1.53% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #28 holding.
464 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.