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Concurrent Investment Advisors’s Kirby Corp KEX Stock Holding History

Concurrent Investment 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 		$802K Buy
5,900
+1,030
+21% +$147K 0.01% 1133
2026
Q1 		$647K Sell
4,870
-714
-13% -$90.5K 0.01% 1093
2025
Q4 		$615K Buy
+5,584
New +$568K 0.01% 1055
2025
Q3 		– Sell
-1,806
Closed -$205K – 1554
2025
Q2 		$205K Buy
+1,806
New +$189K ﹤0.01% 1257

Other funds holding KEX

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Concurrent Investment Advisors's KEX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Kirby Corp (KEX) stake by 21% in Q2 2026, buying an estimated $147K and bringing the position to 5,900 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #1133.

Concurrent Investment Advisors first reported a position in KEX in Q2 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Concurrent Investment Advisors held 5,900 shares of Kirby Corp worth $802K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,030 Kirby Corp shares in Q2 2026, an estimated $147K.
  • Kirby Corp made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1133 holding.
  • Concurrent Investment Advisors first reported a position in Kirby Corp in Q2 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.