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
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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

IEQ Capital's KEX Position: Q3 2025 in Review

IEQ Capital sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 37,864 shares — an estimated $4.29M sold.

IEQ Capital first reported a position in KEX in Q4 2024 and held it in 3 quarters. The position peaked at $4.29M in Q2 2025. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

IEQ Capital reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 37,864 Kirby Corp shares in Q3 2025, an estimated $4.29M.
IEQ Capital first reported a position in Kirby Corp in Q4 2024 and held it in 3 quarters.
IEQ Capital's Kirby Corp position peaked at $4.29M in Q2 2025.
400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.