Congress Asset Management’s Kirby Corp KEX Stock Holding History

Congress Asset Management’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 Q3	$99.9M	Buy	761,099 +57,371	+8%	+$7.92M	0.65%	50
2026 Q2	$95.7M	Buy	703,728 +78,186	+12%	+$11.2M	0.59%	64
2026 Q1	$83.1M	Buy	625,542 +95,640	+18%	+$12.1M	0.6%	59
2025 Q4	$58.4M	Buy	+529,902	New	+$53.9M	0.41%	90

Other funds holding KEX

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management's KEX Position: Q3 2026 in Review

Congress Asset Management increased its Kirby Corp (KEX) stake by 8.2% in Q3 2026, buying an estimated $7.92M and bringing the position to 761,099 shares worth $99.9M. The position accounts for 0.65% of the portfolio, ranked #50.

Congress Asset Management first reported a position in KEX in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

Congress Asset Management held 761,099 shares of Kirby Corp worth $99.9M as of Q3 2026.
Congress Asset Management bought 57,371 Kirby Corp shares in Q3 2026, an estimated $7.92M.
Kirby Corp made up 0.65% of Congress Asset Management's portfolio in Q3 2026, its #50 holding.
Congress Asset Management first reported a position in Kirby Corp in Q4 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.