Estate Planners Group’s Kirby Corp KEX Stock Holding History

Estate Planners Group’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	-466	Closed	-$51.3K	–	248
2025 Q4	$51.3K	Buy	+466	New	+$47.4K	0.02%	140

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Estate Planners Group's KEX Position: Q1 2026 in Review

Estate Planners Group sold out of Kirby Corp (KEX) in Q1 2026, closing a stake of 466 shares — an estimated $51.3K sold.

Estate Planners Group first reported a position in KEX in Q4 2025 and held it in 1 quarter. The position peaked at $51.3K in Q4 2025. 435 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Estate Planners Group reported no remaining Kirby Corp position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 466 Kirby Corp shares in Q1 2026, an estimated $51.3K.
Estate Planners Group first reported a position in Kirby Corp in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Kirby Corp position peaked at $51.3K in Q4 2025.
435 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.