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 Q2	$2.18K	Buy	+16	New	+$2.29K	﹤0.01%	1191

Other funds holding KEX

CAM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Elevation Wealth Partners's KEX Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Kirby Corp (KEX) in Q2 2026: 16 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

119 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Elevation Wealth Partners held 16 shares of Kirby Corp worth $2.18K as of Q2 2026.
Kirby Corp was a new Elevation Wealth Partners position in Q2 2026.
Kirby Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1191 holding.
119 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.