Corient Private Wealth’s Kirby Corp KEX Stock Holding History

Corient Private Wealth’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	$437K	Buy	3,217 +498	+18%	+$71.2K	﹤0.01%	2318
2026 Q1	$355K	Sell	2,719 -28,925	-91%	-$3.66M	﹤0.01%	2234
2025 Q4	$3.49M	Buy	31,644 +721	+2%	+$73.3K	﹤0.01%	904
2025 Q3	$2.58M	Sell	30,923 -737	-2%	-$74K	﹤0.01%	959
2025 Q2	$3.59M	Buy	31,660 +434	+1%	+$45.5K	﹤0.01%	806
2025 Q1	$3.15M	Buy	31,226 +312	+1%	+$32.6K	0.01%	826
2024 Q4	$3.27M	Buy	30,914 +140	+0.5%	+$16.9K	0.01%	827
2024 Q3	$3.77M	Buy	30,774 +35	+0.1%	+$4.17K	0.01%	838
2024 Q2	$3.68M	Sell	30,739 -100,412	-77%	-$11.2M	0.01%	798
2024 Q1	$12.5M	Buy	+131,151	New	+$11.1M	0.02%	472
2023 Q2	–	Sell	-12,219	Closed	-$852K	–	2123
2023 Q1	$852K	Sell	12,219 -104,083	-89%	-$7.17M	﹤0.01%	1154
2022 Q4	$7.48M	Buy	+116,302	New	+$7.76M	0.03%	416

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Corient Private Wealth's KEX Position: Q2 2026 in Review

Corient Private Wealth increased its Kirby Corp (KEX) stake by 18% in Q2 2026, buying an estimated $71.2K and bringing the position to 3,217 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Corient Private Wealth first reported a position in KEX in Q4 2022 and has held it in 12 quarters since. The position peaked at $12.5M in Q1 2024. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Corient Private Wealth held 3,217 shares of Kirby Corp worth $437K as of Q2 2026.
Corient Private Wealth bought 498 Kirby Corp shares in Q2 2026, an estimated $71.2K.
Kirby Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2318 holding.
Corient Private Wealth first reported a position in Kirby Corp in Q4 2022 and has held it in 12 quarters since.
Corient Private Wealth's Kirby Corp position peaked at $12.5M in Q1 2024.
465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.