Concord Wealth Partners’s Kirby Corp KEX Stock Holding History

Concord Wealth 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
2025 Q1	–	Sell	-11	Closed	-$1.16K	–	890
2024 Q4	$1.16K	Hold	11	–	–	﹤0.01%	776
2024 Q3	$1.35K	Buy	+11	New	+$1.31K	﹤0.01%	795
2023 Q4	–	Sell	-22	Closed	-$1.82K	–	934
2023 Q3	$1.82K	Hold	22	–	–	﹤0.01%	878
2023 Q2	$1.69K	Hold	22	–	–	﹤0.01%	897
2023 Q1	$1.53K	Hold	22	–	–	﹤0.01%	853
2022 Q4	$1.42K	Buy	+22	New	+$1.47K	﹤0.01%	1008
2022 Q3	–	Sell	-22	Closed	-$1K	–	674
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	1147
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	1103
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	1235
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	847
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	981
2021 Q1	$1K	Buy	+22	New	+$1.32K	﹤0.01%	923

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return