CoreCap Advisors
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CoreCap Advisors’s Kirby Corp KEX Stock Holding History

CoreCap 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
Q3 		$40.4K Sell
308
-2,410
-89% -$333K ﹤0.01% 1504
2026
Q2 		$370K Buy
2,718
+2,424
+824% +$347K 0.01% 647
2026
Q1 		$39.1K Buy
294
+23
+8% +$2.91K ﹤0.01% 1410
2025
Q4 		$29.9K Sell
271
-69
-20% -$7.01K ﹤0.01% 1524
2025
Q3 		$28.4K Buy
340
+105
+45% +$10.5K ﹤0.01% 1547
2025
Q2 		$26.7K Buy
235
+41
+21% +$4.3K ﹤0.01% 1507
2025
Q1 		$19.6K Buy
194
+38
+24% +$3.97K ﹤0.01% 1539
2024
Q4 		$16.5K Buy
156
+8
+5% +$964 ﹤0.01% 1597
2024
Q3 		$18.1K Buy
+148
New +$17.7K ﹤0.01% 1600

Other funds holding KEX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

CoreCap Advisors's KEX Position: Q3 2026 in Review

CoreCap Advisors reduced its Kirby Corp (KEX) stake by 89% in Q3 2026, selling an estimated $333K and leaving 308 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

CoreCap Advisors first reported a position in KEX in Q3 2024 and has held it in 9 quarters since. The position peaked at $370K in Q2 2026. 85 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • CoreCap Advisors held 308 shares of Kirby Corp worth $40.4K as of Q3 2026.
  • CoreCap Advisors sold 2,410 Kirby Corp shares in Q3 2026, an estimated $333K.
  • Kirby Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1504 holding.
  • CoreCap Advisors first reported a position in Kirby Corp in Q3 2024 and has held it in 9 quarters since.
  • CoreCap Advisors's Kirby Corp position peaked at $370K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.