Jump Financial’s Kirby Corp KEX Stock Holding History

Jump Financial’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 Q1	$359K	Sell	2,700 -5,907	-69%	-$748K	0.01%	1405
2025 Q4	$948K	Sell	8,607 -15,277	-64%	-$1.55M	0.01%	988
2025 Q3	$1.99M	Buy	+23,884	New	+$2.4M	0.03%	736
2025 Q2	–	Sell	-3,963	Closed	-$400K	–	1970
2025 Q1	$400K	Sell	3,963 -34,930	-90%	-$3.65M	0.01%	1164
2024 Q4	$4.11M	Buy	38,893 +29,072	+296%	+$3.5M	0.09%	308
2024 Q3	$1.2M	Sell	9,821 -45,352	-82%	-$5.41M	0.02%	715
2024 Q2	$6.61M	Buy	+55,173	New	+$6.16M	0.13%	165
2023 Q4	–	Sell	-13,350	Closed	-$1.11M	–	2003
2023 Q3	$1.11M	Buy	13,350 +10,723	+408%	+$867K	0.04%	623
2023 Q2	$202K	Buy	+2,627	New	+$189K	0.01%	1517
2021 Q4	–	Sell	-5,687	Closed	-$273K	–	1560
2021 Q3	$273K	Buy	+5,687	New	+$315K	0.02%	710

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return