Kestra Advisory Services’s Kirby Corp KEX Stock Holding History

Kestra Advisory Services’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	$897K	Sell	6,752 -58	-0.9%	-$7.35K	﹤0.01%	1808
2025 Q4	$750K	Buy	6,810 +70	+1%	+$7.12K	﹤0.01%	1860
2025 Q3	$562K	Buy	6,740 +4,183	+164%	+$420K	﹤0.01%	1977
2025 Q2	$290K	Buy	2,557 +110	+4%	+$11.5K	﹤0.01%	2375
2025 Q1	$247K	Buy	2,447 +81	+3%	+$8.46K	﹤0.01%	2319
2024 Q4	$250K	Hold	2,366	–	–	﹤0.01%	2362
2024 Q3	$290K	Sell	2,366 -582	-20%	-$69.4K	﹤0.01%	2118
2024 Q2	$353K	Hold	2,948	–	–	﹤0.01%	2026
2024 Q1	$281K	Hold	2,948	–	–	﹤0.01%	2043
2023 Q4	$231K	Hold	2,948	–	–	﹤0.01%	2011
2023 Q3	$244K	Hold	2,948	–	–	﹤0.01%	1806
2023 Q2	$227K	Hold	2,948	–	–	﹤0.01%	1829
2023 Q1	$205K	Sell	2,948 -168	-5%	-$11.6K	﹤0.01%	1825
2022 Q4	$201K	Buy	+3,116	New	+$208K	﹤0.01%	2025
2022 Q2	–	Sell	-3,022	Closed	-$218K	–	2197
2022 Q1	$218K	Buy	+3,022	New	+$201K	﹤0.01%	1799

Other funds holding KEX

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Kestra Advisory Services's KEX Position: Q1 2026 in Review

Kestra Advisory Services reduced its Kirby Corp (KEX) stake by 0.85% in Q1 2026, selling an estimated $7.35K and leaving 6,752 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Kestra Advisory Services first reported a position in KEX in Q1 2022 and has held it in 15 quarters since. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Kestra Advisory Services held 6,752 shares of Kirby Corp worth $897K as of Q1 2026.
Kestra Advisory Services sold 58 Kirby Corp shares in Q1 2026, an estimated $7.35K.
Kirby Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1808 holding.
Kestra Advisory Services first reported a position in Kirby Corp in Q1 2022 and has held it in 15 quarters since.
432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.