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IEQ Capital’s Kirby Corp KEX Stock Holding History

IEQ Capital’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 		$472K Buy
+3,474
New +$497K ﹤0.01% 1422
2025
Q3 		– Sell
-37,864
Closed -$4.29M – 1971
2025
Q2 		$4.29M Buy
37,864
+21,602
+133% +$2.27M 0.03% 454
2025
Q1 		$1.64M Buy
16,262
+13,831
+569% +$1.44M 0.01% 632
2024
Q4 		$257K Buy
+2,431
New +$293K ﹤0.01% 1086

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IEQ Capital's KEX Position: Q2 2026 in Review

IEQ Capital opened a new position in Kirby Corp (KEX) in Q2 2026: 3,474 shares worth $472K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: IEQ Capital previously reported a position in KEX as recently as Q2 2025.

IEQ Capital first reported a position in KEX in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.29M in Q2 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • IEQ Capital held 3,474 shares of Kirby Corp worth $472K as of Q2 2026.
  • Kirby Corp was a new IEQ Capital position in Q2 2026.
  • Kirby Corp made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1422 holding.
  • IEQ Capital first reported a position in Kirby Corp in Q4 2024 and has held it in 4 quarters since.
  • IEQ Capital's Kirby Corp position peaked at $4.29M in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.