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Empirical Wealth Management’s Kirby Corp KEX Stock Holding History

Empirical Wealth 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 		– Sell
-3,029
Closed -$344K – 825
2025
Q2 		$344K Buy
3,029
+4
+0.1% +$420 0.01% 500
2025
Q1 		$306K Buy
+3,025
New +$316K 0.01% 513

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AllianceBernstein
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

Empirical Wealth Management's KEX Position: Q3 2025 in Review

Empirical Wealth Management sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 3,029 shares — an estimated $344K sold.

Empirical Wealth Management first reported a position in KEX in Q1 2025 and held it in 2 quarters. The position peaked at $344K in Q2 2025. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

  • Empirical Wealth Management reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 3,029 Kirby Corp shares in Q3 2025, an estimated $344K.
  • Empirical Wealth Management first reported a position in Kirby Corp in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's Kirby Corp position peaked at $344K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.