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Custom Index Systems’s Kirby Corp KEX Stock Holding History

Custom Index Systems’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 		$484K Buy
3,559
+65
+2% +$9.3K 0.17% 147
2026
Q1 		$464K Buy
+3,494
New +$443K 0.2% 137
2025
Q1 		– Sell
-3,015
Closed -$319K – 315
2024
Q4 		$319K Sell
3,015
-402
-12% -$48.4K 0.17% 169
2024
Q3 		$418K Buy
+3,417
New +$408K 0.23% 138

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Custom Index Systems's KEX Position: Q2 2026 in Review

Custom Index Systems increased its Kirby Corp (KEX) stake by 1.9% in Q2 2026, buying an estimated $9.3K and bringing the position to 3,559 shares worth $484K. The position accounts for 0.17% of the portfolio, ranked #147.

Custom Index Systems first reported a position in KEX in Q3 2024 and has held it in 4 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Custom Index Systems held 3,559 shares of Kirby Corp worth $484K as of Q2 2026.
  • Custom Index Systems bought 65 Kirby Corp shares in Q2 2026, an estimated $9.3K.
  • Kirby Corp made up 0.17% of Custom Index Systems's portfolio in Q2 2026, its #147 holding.
  • Custom Index Systems first reported a position in Kirby Corp in Q3 2024 and has held it in 4 quarters since.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.