Commonwealth Equity Services
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Commonwealth Equity Services’s Kirby Corp KEX Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		– Sell
-2,136
Closed -$242K – 4351
2025
Q2 		$242K Buy
2,136
+38
+2% +$3.99K ﹤0.01% 3781
2025
Q1 		$212K Buy
2,098
+19
+0.9% +$1.98K ﹤0.01% 3783
2024
Q4 		$220K Sell
2,079
-638
-23% -$76.9K ﹤0.01% 3682
2024
Q3 		$333K Buy
2,717
+652
+32% +$77.8K ﹤0.01% 3265
2024
Q2 		$247K Sell
2,065
-281
-12% -$31.4K ﹤0.01% 3477
2024
Q1 		$224K Buy
+2,346
New +$198K ﹤0.01% 3533

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Commonwealth Equity Services's KEX Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 2,136 shares — an estimated $242K sold.

Commonwealth Equity Services first reported a position in KEX in Q1 2024 and held it in 6 quarters. The position peaked at $333K in Q3 2024. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,136 Kirby Corp shares in Q3 2025, an estimated $242K.
  • Commonwealth Equity Services first reported a position in Kirby Corp in Q1 2024 and held it in 6 quarters.
  • Commonwealth Equity Services's Kirby Corp position peaked at $333K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.