Jones Financial Companies
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Jones Financial Companies’s Kirby Corp KEX Stock Holding History

Jones Financial Companies’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 		$217K Buy
1,590
+573
+56% +$82K ﹤0.01% 2543
2026
Q1 		$136K Buy
1,017
+75
+8% +$9.5K ﹤0.01% 2543
2025
Q4 		$104K Buy
942
+451
+92% +$45.8K ﹤0.01% 2206
2025
Q3 		$41.6K Sell
491
-87
-15% -$8.74K ﹤0.01% 2457
2025
Q2 		$66.5K Buy
578
+44
+8% +$4.62K ﹤0.01% 2112
2025
Q1 		$53.7K Buy
534
+28
+6% +$2.92K ﹤0.01% 2031
2024
Q4 		$53.5K Sell
506
-272
-35% -$32.8K ﹤0.01% 1855
2024
Q3 		$97.5K Buy
778
+766
+6,383% +$91.4K ﹤0.01% 1413
2024
Q2 		$1.44K Buy
+12
New +$1.34K ﹤0.01% 2224

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

Jones Financial Companies's KEX Position: Q2 2026 in Review

Jones Financial Companies increased its Kirby Corp (KEX) stake by 56% in Q2 2026, buying an estimated $82K and bringing the position to 1,590 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Jones Financial Companies first reported a position in KEX in Q2 2024 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Jones Financial Companies held 1,590 shares of Kirby Corp worth $217K as of Q2 2026.
  • Jones Financial Companies bought 573 Kirby Corp shares in Q2 2026, an estimated $82K.
  • Kirby Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2543 holding.
  • Jones Financial Companies first reported a position in Kirby Corp in Q2 2024 and has held it in 9 quarters since.
  • 465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.