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Integrated Wealth Concepts’s Kirby Corp KEX Stock Holding History

Integrated Wealth Concepts’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 		$216K Buy
+1,587
New +$227K ﹤0.01% 2286

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

Integrated Wealth Concepts's KEX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Kirby Corp (KEX) in Q2 2026: 1,587 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2286 among its holdings.

465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Integrated Wealth Concepts held 1,587 shares of Kirby Corp worth $216K as of Q2 2026.
  • Kirby Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • Kirby Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2286 holding.
  • 465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.