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Cornerstone Planning Group’s Kirby Corp KEX Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-6
Closed -$613 – 1734
2025
Q2 		$613 Buy
+6
New +$629 ﹤0.01% 1237
2024
Q3 		– Sell
-5
Closed -$538 – 1332
2024
Q2 		$538 Buy
+5
New +$559 ﹤0.01% 1071

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Cornerstone Planning Group's KEX Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 6 shares — an estimated $613 sold.

Cornerstone Planning Group first reported a position in KEX in Q2 2024 and held it in 2 quarters. The position peaked at $613 in Q2 2025. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 Kirby Corp shares in Q3 2025, an estimated $613.
  • Cornerstone Planning Group first reported a position in Kirby Corp in Q2 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Kirby Corp position peaked at $613 in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.