DiNuzzo Private Wealth’s Kirby Corp KEX Stock Holding History

DiNuzzo 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	$1.77K	Hold	13	–	–	﹤0.01%	724
2026 Q1	$1.73K	Buy	13 +1	+8%	+$127	﹤0.01%	694
2025 Q4	$1.32K	Hold	12	–	–	﹤0.01%	783
2025 Q3	$1.17K	Sell	12 -1	-8%	-$100	﹤0.01%	821
2025 Q2	$1.48K	Buy	13 +1	+8%	+$105	﹤0.01%	725
2025 Q1	$1.21K	Sell	12 -1	-8%	-$104	﹤0.01%	761
2024 Q4	$1.38K	Hold	13	–	–	﹤0.01%	736
2024 Q3	$1.59K	Hold	13	–	–	﹤0.01%	697
2024 Q2	$1.56K	Buy	13 +2	+18%	+$223	﹤0.01%	609
2024 Q1	$1.05K	Hold	11	–	–	﹤0.01%	714
2023 Q4	$864	Buy	+11	New	+$860	﹤0.01%	764

Other funds holding KEX

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return