Empire Life Investments’s Kirby Corp KEX Stock Holding History

Empire Life Investments’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 Q1	–	Sell	-89,222	Closed	-$9.83M	–	118
2025 Q4	$9.83M	Buy	89,222 +237	+0.3%	+$24.1K	0.55%	53
2025 Q3	$7.43M	Buy	88,985 +186	+0.2%	+$18.7K	0.43%	61
2025 Q2	$10.1M	Sell	88,799 -9,661	-10%	-$1.01M	0.64%	52
2025 Q1	$9.95M	Sell	98,460 -237	-0.2%	-$24.7K	0.65%	54
2024 Q4	$10.4M	Buy	+98,697	New	+$11.9M	0.66%	50
2018 Q4	–	Sell	-6,373	Closed	-$524K	–	97
2018 Q3	$524K	Buy	6,373 +94	+1%	+$7.88K	0.04%	88
2018 Q2	$525K	Buy	6,279 +297	+5%	+$25.8K	0.04%	88
2018 Q1	$460K	Hold	5,982	–	–	0.03%	95
2017 Q4	$400K	Hold	5,982	–	–	0.03%	96
2017 Q3	$395K	Hold	5,982	–	–	0.03%	93
2017 Q2	$399K	Hold	5,982	–	–	0.03%	91
2017 Q1	$371K	Sell	5,982 -475	-7%	-$32.4K	0.04%	95
2016 Q4	$374K	Buy	+6,457	New	+$408K	0.03%	84

Other funds holding KEX

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Empire Life Investments's KEX Position: Q1 2026 in Review

Empire Life Investments sold out of Kirby Corp (KEX) in Q1 2026, closing a stake of 89,222 shares — an estimated $9.83M sold.

Empire Life Investments first reported a position in KEX in Q4 2016 and held it in 13 quarters. The position peaked at $10.4M in Q4 2024. 433 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Empire Life Investments reported no remaining Kirby Corp position as of Q1 2026 after selling out during the quarter.
Empire Life Investments sold 89,222 Kirby Corp shares in Q1 2026, an estimated $9.83M.
Empire Life Investments first reported a position in Kirby Corp in Q4 2016 and held it in 13 quarters.
Empire Life Investments's Kirby Corp position peaked at $10.4M in Q4 2024.
433 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Empire Life Investments's 13F filing for Q1 2026, filed 11 May 2026.