FORA Capital’s Kirby Corp KEX Stock Holding History

FORA Capital’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 Q4	–	Sell	-4,362	Closed	-$364K	–	553
2025 Q3	$364K	Buy	+4,362	New	+$438K	0.06%	342
2025 Q2	–	Sell	-6,637	Closed	-$670K	–	607
2025 Q1	$670K	Sell	6,637 -1,354	-17%	-$141K	0.07%	286
2024 Q4	$845K	Buy	7,991 +6,149	+334%	+$741K	0.1%	213
2024 Q3	$226K	Sell	1,842 -2,398	-57%	-$286K	0.03%	392
2024 Q2	$508K	Buy	+4,240	New	+$474K	0.06%	292
2022 Q2	–	Sell	-7,217	Closed	-$536K	–	560
2022 Q1	$536K	Buy	+7,217	New	+$481K	0.1%	272
2020 Q3	–	Sell	-1,455	Closed	-$78K	–	820
2020 Q2	$78K	Sell	1,455 -5,489	-79%	-$280K	0.03%	552
2020 Q1	$302K	Buy	6,944 +5,412	+353%	+$368K	0.07%	344
2019 Q4	$137K	Buy	+1,532	New	+$127K	0.01%	702

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Luther King Capital Management (LKCM)

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

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