Homestead Advisers’s Kirby Corp KEX Stock Holding History

Homestead Advisers’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 Q2	$2.87M	Sell	21,100 -14,900	-41%	-$2.13M	0.07%	88
2026 Q1	$4.78M	Hold	36,000	–	–	0.13%	67
2025 Q4	$3.97M	Hold	36,000	–	–	0.11%	74
2025 Q3	$3M	Hold	36,000	–	–	0.07%	82
2025 Q2	$4.08M	Hold	36,000	–	–	0.1%	76
2025 Q1	$3.64M	Buy	+36,000	New	+$3.76M	0.09%	74

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Homestead Advisers's KEX Position: Q2 2026 in Review

Homestead Advisers reduced its Kirby Corp (KEX) stake by 41% in Q2 2026, selling an estimated $2.13M and leaving 21,100 shares worth $2.87M. The position accounts for 0.07% of the portfolio, ranked #88.

Homestead Advisers first reported a position in KEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.78M in Q1 2026. 466 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Homestead Advisers held 21,100 shares of Kirby Corp worth $2.87M as of Q2 2026.
Homestead Advisers sold 14,900 Kirby Corp shares in Q2 2026, an estimated $2.13M.
Kirby Corp made up 0.07% of Homestead Advisers's portfolio in Q2 2026, its #88 holding.
Homestead Advisers first reported a position in Kirby Corp in Q1 2025 and has held it in 6 quarters since.
Homestead Advisers's Kirby Corp position peaked at $4.78M in Q1 2026.
466 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.