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Clearstead Advisors’s Kirby Corp KEX Stock Holding History

Clearstead 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
Q2 		$1.39M Buy
10,216
+196
+2% +$28K 0.01% 464
2026
Q1 		$1.33M Sell
10,020
-185
-2% -$23.4K 0.01% 446
2025
Q4 		$1.12M Sell
10,205
-368
-3% -$37.4K 0.01% 447
2025
Q3 		$882K Sell
10,573
-795
-7% -$79.9K 0.01% 492
2025
Q2 		$1.29M Buy
11,368
+10,435
+1,118% +$1.09M 0.02% 387
2025
Q1 		$94.2K Sell
933
-455
-33% -$47.5K ﹤0.01% 1013
2024
Q4 		$147K Sell
1,388
-881
-39% -$106K ﹤0.01% 927
2024
Q3 		$278K Sell
2,269
-200
-8% -$23.9K ﹤0.01% 747
2024
Q2 		$296K Buy
2,469
+2,335
+1,743% +$261K 0.01% 686
2024
Q1 		$15.3K Buy
134
+36
+37% +$3.04K ﹤0.01% 985
2023
Q4 		$7.69K Buy
98
+31
+46% +$2.42K ﹤0.01% 1103
2023
Q3 		$5.55K Hold
67
– – ﹤0.01% 1071
2023
Q2 		$5.16K Hold
67
– – ﹤0.01% 1048
2023
Q1 		$4.67K Buy
67
+19
+40% +$1.31K ﹤0.01% 1030
2022
Q4 		$3.09K Buy
+48
New +$3.2K ﹤0.01% 1039

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

Clearstead Advisors's KEX Position: Q2 2026 in Review

Clearstead Advisors increased its Kirby Corp (KEX) stake by 2% in Q2 2026, buying an estimated $28K and bringing the position to 10,216 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #464.

Clearstead Advisors first reported a position in KEX in Q4 2022 and has held it in 15 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Clearstead Advisors held 10,216 shares of Kirby Corp worth $1.39M as of Q2 2026.
  • Clearstead Advisors bought 196 Kirby Corp shares in Q2 2026, an estimated $28K.
  • Kirby Corp made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #464 holding.
  • Clearstead Advisors first reported a position in Kirby Corp in Q4 2022 and has held it in 15 quarters since.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.