Global Retirement Partners’s Kirby Corp KEX Stock Holding History

Global Retirement Partners’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	$10.6K	Buy	96 +15	+19%	+$1.52K	﹤0.01%	3129
2025 Q3	$6.76K	Sell	81 -4	-5%	-$402	﹤0.01%	2855
2025 Q2	$9.64K	Buy	+85	New	+$8.92K	﹤0.01%	2622
2024 Q4	$8.57K	Hold	81	–	–	﹤0.01%	2448
2024 Q3	$9.92K	Hold	81	–	–	﹤0.01%	2301
2024 Q2	$9.7K	Hold	81	–	–	﹤0.01%	2338
2024 Q1	$7.72K	Hold	81	–	–	﹤0.01%	2230
2023 Q4	$6.23K	Buy	81 +15	+23%	+$1.17K	﹤0.01%	2240
2023 Q3	$5.38K	Hold	66	–	–	﹤0.01%	2162
2023 Q2	$5.08K	Hold	66	–	–	﹤0.01%	2195
2023 Q1	$4.72K	Hold	66	–	–	﹤0.01%	2183
2022 Q4	$4.25K	Hold	66	–	–	﹤0.01%	2081
2022 Q3	$5K	Hold	66	–	–	﹤0.01%	1936
2022 Q2	$4K	Hold	66	–	–	﹤0.01%	1967
2022 Q1	$4K	Buy	+66	New	+$4.4K	﹤0.01%	1964
2021 Q4	–	Sell	-66	Closed	-$3K	–	1086
2021 Q3	$3K	Buy	+66	New	+$3.66K	﹤0.01%	1757

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