First Dallas Securities’s Kirby Corp KEX Stock Holding History

First Dallas Securities’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	$1.5M	Sell	11,015 -1,800	-14%	-$257K	0.5%	48
2026 Q1	$1.7M	Sell	12,815 -13,375	-51%	-$1.69M	0.63%	39
2025 Q4	$2.89M	Sell	26,190 -10,335	-28%	-$1.05M	1.07%	26
2025 Q3	$3.05M	Buy	36,525 +7,390	+25%	+$742K	1.14%	25
2025 Q2	$3.3M	Sell	29,135 -150	-0.5%	-$15.7K	1.31%	21
2025 Q1	$2.96M	Buy	+29,285	New	+$3.06M	1.24%	22
2023 Q4	–	Sell	-51,457	Closed	-$4.26M	–	156
2023 Q3	$4.26M	Buy	+51,457	New	+$4.16M	0.98%	33

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

First Dallas Securities's KEX Position: Q2 2026 in Review

First Dallas Securities reduced its Kirby Corp (KEX) stake by 14% in Q2 2026, selling an estimated $257K and leaving 11,015 shares worth $1.5M. The position accounts for 0.5% of the portfolio, ranked #48.

First Dallas Securities first reported a position in KEX in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.26M in Q3 2023. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

First Dallas Securities held 11,015 shares of Kirby Corp worth $1.5M as of Q2 2026.
First Dallas Securities sold 1,800 Kirby Corp shares in Q2 2026, an estimated $257K.
Kirby Corp made up 0.5% of First Dallas Securities's portfolio in Q2 2026, its #48 holding.
First Dallas Securities first reported a position in Kirby Corp in Q3 2023 and has held it in 7 quarters since.
First Dallas Securities's Kirby Corp position peaked at $4.26M in Q3 2023.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.