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JFS Wealth Advisors’s Kirby Corp KEX Stock Holding History

JFS Wealth Advisors’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 		$9.93K Hold
73
– – ﹤0.01% 1009
2026
Q1 		$9.7K Buy
73
+6
+9% +$760 ﹤0.01% 962
2025
Q4 		$7.38K Buy
67
+15
+29% +$1.52K ﹤0.01% 1091
2025
Q3 		$4.34K Hold
52
– – ﹤0.01% 1177
2025
Q2 		$5.9K Hold
52
– – ﹤0.01% 1029
2025
Q1 		$5.25K Sell
52
-1
-2% -$104 ﹤0.01% 1106
2024
Q4 		$5.61K Hold
53
– – ﹤0.01% 1087
2024
Q3 		$6.49K Buy
53
+2
+4% +$239 ﹤0.01% 1022
2024
Q2 		$6.11K Hold
51
– – ﹤0.01% 985
2024
Q1 		$4.86K Hold
51
– – ﹤0.01% 1112
2023
Q4 		$4K Hold
51
– – ﹤0.01% 1145
2023
Q3 		$4.22K Hold
51
– – ﹤0.01% 1062
2023
Q2 		$3.92K Hold
51
– – ﹤0.01% 1110
2023
Q1 		$3.56K Sell
51
-4
-7% -$276 ﹤0.01% 1128
2022
Q4 		$3.54K Buy
55
+7
+15% +$467 ﹤0.01% 1135
2022
Q3 		$3K Sell
48
-2
-4% -$128 ﹤0.01% 1189
2022
Q2 		$3K Buy
50
+6
+14% +$391 ﹤0.01% 1195
2022
Q1 		$3K Buy
44
+28
+175% +$1.87K ﹤0.01% 1263
2021
Q4 		$1K Buy
+16
New +$894 ﹤0.01% 1426

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

JFS Wealth Advisors's KEX Position: Q2 2026 in Review

JFS Wealth Advisors held its Kirby Corp (KEX) position steady in Q2 2026 at 73 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

JFS Wealth Advisors first reported a position in KEX in Q4 2021 and has held it in 19 quarters since. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • JFS Wealth Advisors held 73 shares of Kirby Corp worth $9.93K as of Q2 2026.
  • JFS Wealth Advisors left its Kirby Corp share count unchanged in Q2 2026.
  • Kirby Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1009 holding.
  • JFS Wealth Advisors first reported a position in Kirby Corp in Q4 2021 and has held it in 19 quarters since.
  • 465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.