Dakota Wealth Management’s Kirby Corp KEX Stock Holding History

Dakota Wealth 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 Q2	–	Sell	-4,789	Closed	-$636K	–	822
2026 Q1	$636K	Buy	+4,789	New	+$607K	0.01%	493

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

Dakota Wealth Management's KEX Position: Q2 2026 in Review

Dakota Wealth Management sold out of Kirby Corp (KEX) in Q2 2026, closing a stake of 4,789 shares — an estimated $636K sold.

Dakota Wealth Management first reported a position in KEX in Q1 2026 and held it in 1 quarter. The position peaked at $636K in Q1 2026. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Dakota Wealth Management reported no remaining Kirby Corp position as of Q2 2026 after selling out during the quarter.
Dakota Wealth Management sold 4,789 Kirby Corp shares in Q2 2026, an estimated $636K.
Dakota Wealth Management first reported a position in Kirby Corp in Q1 2026 and held it in 1 quarter.
Dakota Wealth Management's Kirby Corp position peaked at $636K in Q1 2026.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.