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Chicago Partners Investment Group’s Kirby Corp KEX Stock Holding History

Chicago Partners Investment Group’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 		$447K Buy
2,999
+1,178
+65% +$169K 0.01% 1054
2026
Q1 		$270K Buy
+1,821
New +$231K 0.01% 1197

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's KEX Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Kirby Corp (KEX) stake by 65% in Q2 2026, buying an estimated $169K and bringing the position to 2,999 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1054.

Chicago Partners Investment Group first reported a position in KEX in Q1 2026 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Chicago Partners Investment Group held 2,999 shares of Kirby Corp worth $447K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,178 Kirby Corp shares in Q2 2026, an estimated $169K.
  • Kirby Corp made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1054 holding.
  • Chicago Partners Investment Group first reported a position in Kirby Corp in Q1 2026 and has held it in 2 quarters since.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.