Blue Trust Inc’s Kirby Corp KEX Stock Holding History

Blue Trust Inc’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	$18.1K	Sell	136 -129	-49%	-$16.3K	﹤0.01%	1685
2025 Q4	$29.2K	Buy	265 +55	+26%	+$5.59K	﹤0.01%	1552
2025 Q3	$17.5K	Sell	210 -489	-70%	-$49.1K	﹤0.01%	1701
2025 Q2	$79.3K	Buy	699 +31	+5%	+$3.25K	﹤0.01%	1149
2025 Q1	$67.5K	Buy	668 +149	+29%	+$15.6K	﹤0.01%	1184
2024 Q4	$54.9K	Sell	519 -246	-32%	-$29.6K	﹤0.01%	1265
2024 Q3	$91.6K	Buy	765 +469	+158%	+$55.9K	﹤0.01%	1272
2024 Q2	$28.2K	Buy	296 +141	+91%	+$15.8K	﹤0.01%	1514
2024 Q1	$14.8K	Buy	155 +45	+41%	+$3.8K	﹤0.01%	1338
2023 Q4	$9K	Buy	110 +13	+13%	+$1.02K	﹤0.01%	1618
2023 Q3	$7K	Buy	+97	New	+$7.84K	﹤0.01%	1531
2023 Q2	–	Sell	-147	Closed	-$9K	–	2291
2023 Q1	$9K	Buy	147 +56	+62%	+$3.86K	﹤0.01%	1629
2022 Q4	$6K	Buy	91 +11	+14%	+$734	﹤0.01%	1674
2022 Q3	$5K	Buy	+80	New	+$5.12K	﹤0.01%	1569

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