Hancock Whitney’s Kirby Corp KEX Stock Holding History

Hancock Whitney’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	-7,750	Closed	-$879K	–	791
2025 Q2	$879K	Buy	7,750 +1,234	+19%	+$129K	0.02%	451
2025 Q1	$658K	Buy	+6,516	New	+$680K	0.02%	387
2019 Q2	–	Sell	-66,750	Closed	-$5.01M	–	865
2019 Q1	$5.01M	Sell	66,750 -21,000	-24%	-$1.53M	0.16%	183
2018 Q4	$5.91M	Sell	87,750 -8,769	-9%	-$649K	0.2%	156
2018 Q3	$7.94M	Buy	96,519 +20	+0%	+$1.68K	0.22%	161
2018 Q2	$8.07M	Sell	96,499 -30,140	-24%	-$2.62M	0.37%	132
2018 Q1	$9.74M	Buy	126,639 +2,959	+2%	+$221K	0.44%	99
2017 Q4	$8.26M	Sell	123,680 -2,930	-2%	-$192K	0.34%	134
2017 Q3	$8.35M	Hold	126,610	–	–	0.35%	133
2017 Q2	$8.46M	Hold	126,610	–	–	0.36%	130
2017 Q1	$8.93M	Sell	126,610 -40	-0%	-$2.73K	0.37%	127
2016 Q4	$8.42M	Buy	+126,650	New	+$8.01M	0.31%	140
2013 Q3	–	Sell	-29,320	Closed	-$2.33M	–	517
2013 Q2	$2.33M	Buy	+29,320	New	+$2.26M	0.12%	207

Other funds holding KEX

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

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

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 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

Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return