EverSource Wealth Advisors’s Kirby Corp KEX Stock Holding History

EverSource Wealth Advisors’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	$7.08M	Sell	52,084 -66	-0.1%	-$9.44K	0.24%	87
2026 Q1	$6.93M	Sell	52,150 -568	-1%	-$72K	0.21%	81
2025 Q4	$5.81M	Buy	52,718 +2,068	+4%	+$210K	0.21%	94
2025 Q3	$4.23M	Buy	50,650 +5,189	+11%	+$521K	0.17%	116
2025 Q2	$5.16M	Buy	45,461 +10,757	+31%	+$1.13M	0.23%	94
2025 Q1	$3.51M	Buy	34,704 +21,156	+156%	+$2.21M	0.19%	107
2024 Q4	$1.43M	Buy	13,548 +4,627	+52%	+$558K	0.08%	194
2024 Q3	$1.09M	Buy	8,921 +2,271	+34%	+$271K	0.07%	207
2024 Q2	$817K	Buy	6,650 +2,440	+58%	+$273K	0.05%	245
2024 Q1	$459K	Buy	+4,210	New	+$355K	0.04%	281

Other funds holding KEX

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

EverSource Wealth Advisors's KEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kirby Corp (KEX) stake by 0.13% in Q2 2026, selling an estimated $9.44K and leaving 52,084 shares worth $7.08M. The position accounts for 0.24% of the portfolio, ranked #87.

EverSource Wealth Advisors first reported a position in KEX in Q1 2024 and has held it in 10 quarters since. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

EverSource Wealth Advisors held 52,084 shares of Kirby Corp worth $7.08M as of Q2 2026.
EverSource Wealth Advisors sold 66 Kirby Corp shares in Q2 2026, an estimated $9.44K.
Kirby Corp made up 0.24% of EverSource Wealth Advisors's portfolio in Q2 2026, its #87 holding.
EverSource Wealth Advisors first reported a position in Kirby Corp in Q1 2024 and has held it in 10 quarters since.
465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.