Cerity Partners
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Cerity Partners’s Kirby Corp KEX Stock Holding History

Cerity Partners’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 		$4.77M Buy
35,080
+8,732
+33% +$1.25M 0.01% 1126
2026
Q1 		$3.5M Buy
26,348
+7,497
+40% +$950K ﹤0.01% 1178
2025
Q4 		$2.08M Sell
18,851
-1,557
-8% -$158K ﹤0.01% 1361
2025
Q3 		$1.7M Buy
20,408
+312
+2% +$31.3K ﹤0.01% 1363
2025
Q2 		$2.28M Buy
20,096
+8,174
+69% +$858K ﹤0.01% 1156
2025
Q1 		$1.2M Buy
11,922
+6,445
+118% +$673K ﹤0.01% 1346
2024
Q4 		$639K Sell
5,477
-2,675
-33% -$322K ﹤0.01% 1630
2024
Q3 		$998K Buy
8,152
+3,317
+69% +$396K ﹤0.01% 1392
2024
Q2 		$579K Sell
4,835
-661
-12% -$73.8K ﹤0.01% 1477
2024
Q1 		$524K Buy
+5,496
New +$464K ﹤0.01% 1576

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cerity Partners's KEX Position: Q2 2026 in Review

Cerity Partners increased its Kirby Corp (KEX) stake by 33% in Q2 2026, buying an estimated $1.25M and bringing the position to 35,080 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #1126.

Cerity Partners first reported a position in KEX in Q1 2024 and has held it in 10 quarters since. 429 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Cerity Partners held 35,080 shares of Kirby Corp worth $4.77M as of Q2 2026.
  • Cerity Partners bought 8,732 Kirby Corp shares in Q2 2026, an estimated $1.25M.
  • Kirby Corp made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1126 holding.
  • Cerity Partners first reported a position in Kirby Corp in Q1 2024 and has held it in 10 quarters since.
  • 429 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.