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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

GoalVest Advisory's KEX Position: Q3 2025 in Review

GoalVest Advisory sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 332 shares — an estimated $37.7K sold.

GoalVest Advisory first reported a position in KEX in Q3 2024 and held it in 4 quarters. The position peaked at $40.6K in Q3 2024. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

  • GoalVest Advisory reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
  • GoalVest Advisory sold 332 Kirby Corp shares in Q3 2025, an estimated $37.7K.
  • GoalVest Advisory first reported a position in Kirby Corp in Q3 2024 and held it in 4 quarters.
  • GoalVest Advisory's Kirby Corp position peaked at $40.6K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on GoalVest Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.