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Global Financial Private Client’s Kirby Corp KEX Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-9
Closed -$909 – 932
2025
Q1 		$909 Buy
9
+5
+125% +$522 ﹤0.01% 1089
2024
Q4 		$423 Buy
+4
New +$482 ﹤0.01% 1003

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Global Financial Private Client's KEX Position: Q2 2025 in Review

Global Financial Private Client sold out of Kirby Corp (KEX) in Q2 2025, closing a stake of 9 shares — an estimated $909 sold.

Global Financial Private Client first reported a position in KEX in Q4 2024 and held it in 2 quarters. The position peaked at $909 in Q1 2025. 408 funds tracked by Wall St. Rank hold KEX as of Q2 2025.

  • Global Financial Private Client reported no remaining Kirby Corp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 Kirby Corp shares in Q2 2025, an estimated $909.
  • Global Financial Private Client first reported a position in Kirby Corp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Kirby Corp position peaked at $909 in Q1 2025.
  • 408 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.