EFG Asset Management’s Kirby Corp KEX Stock Holding History

EFG Asset 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
2025 Q3	$2.63M	Buy	31,568 +6,338	+25%	+$637K	0.34%	126
2025 Q2	$2.86M	Sell	25,230 -216	-0.8%	-$22.7K	0.4%	112
2025 Q1	$2.57M	Sell	25,446 -57	-0.2%	-$5.95K	0.43%	94
2024 Q4	$2.7M	Buy	25,503 +9,394	+58%	+$1.13M	0.37%	118
2024 Q3	$1.97M	Buy	16,109 +1,161	+8%	+$138K	0.33%	135
2024 Q2	$1.79M	Sell	14,948 -5,223	-26%	-$583K	0.31%	130
2024 Q1	$1.92M	Sell	20,171 -3,629	-15%	-$306K	0.33%	129
2023 Q4	$1.87M	Buy	23,800 +6,633	+39%	+$519K	0.35%	108
2023 Q3	$1.42M	Buy	17,167 +3,342	+24%	+$270K	0.34%	107
2023 Q2	$1.06M	Buy	+13,825	New	+$995K	0.23%	145

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

EFG Asset Management's KEX Position: Q3 2025 in Review

EFG Asset Management increased its Kirby Corp (KEX) stake by 25% in Q3 2025, buying an estimated $637K and bringing the position to 31,568 shares worth $2.63M. The position accounts for 0.34% of the portfolio, ranked #126.

EFG Asset Management first reported a position in KEX in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.86M in Q2 2025. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

EFG Asset Management held 31,568 shares of Kirby Corp worth $2.63M as of Q3 2025.
EFG Asset Management bought 6,338 Kirby Corp shares in Q3 2025, an estimated $637K.
Kirby Corp made up 0.34% of EFG Asset Management's portfolio in Q3 2025, its #126 holding.
EFG Asset Management first reported a position in Kirby Corp in Q2 2023 and has held it in 10 quarters since.
EFG Asset Management's Kirby Corp position peaked at $2.86M in Q2 2025.
400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.