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GoalVest Advisory’s Kirby Corp KEX Stock Holding History

GoalVest Advisory’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
Q3 		$2.36K Buy
+18
New +$2.48K ﹤0.01% 638
2025
Q3 		– Sell
-332
Closed -$37.7K – 409
2025
Q2 		$37.7K Hold
332
– – 0.01% 227
2025
Q1 		$33.5K Hold
332
– – 0.01% 207
2024
Q4 		$35.1K Hold
332
– – 0.01% 207
2024
Q3 		$40.6K Buy
+332
New +$39.6K 0.01% 209

Other funds holding KEX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GoalVest Advisory's KEX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Kirby Corp (KEX) in Q3 2026: 18 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in KEX as recently as Q2 2025.

GoalVest Advisory first reported a position in KEX in Q3 2024 and has held it in 5 quarters since. The position peaked at $40.6K in Q3 2024. 14 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • GoalVest Advisory held 18 shares of Kirby Corp worth $2.36K as of Q3 2026.
  • Kirby Corp was a new GoalVest Advisory position in Q3 2026.
  • Kirby Corp made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #638 holding.
  • GoalVest Advisory first reported a position in Kirby Corp in Q3 2024 and has held it in 5 quarters since.
  • GoalVest Advisory's Kirby Corp position peaked at $40.6K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.