EWP
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Elevation Wealth Partners’s Kirby Corp KEX Stock Holding History

Elevation Wealth Partners’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
Q3 		$6.56K Buy
50
+34
+213% +$4.69K ﹤0.01% 1035
2026
Q2 		$2.18K Buy
+16
New +$2.29K ﹤0.01% 1191

Other funds holding KEX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elevation Wealth Partners's KEX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Kirby Corp (KEX) stake by 213% in Q3 2026, buying an estimated $4.69K and bringing the position to 50 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Elevation Wealth Partners first reported a position in KEX in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • Elevation Wealth Partners held 50 shares of Kirby Corp worth $6.56K as of Q3 2026.
  • Elevation Wealth Partners bought 34 Kirby Corp shares in Q3 2026, an estimated $4.69K.
  • Kirby Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1035 holding.
  • Elevation Wealth Partners first reported a position in Kirby Corp in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.