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 Q3	$881K	Buy	6,715 +88	+1%	+$12.1K	﹤0.01%	2057
2026 Q2	$901K	Sell	6,627 -125	-2%	-$17.9K	﹤0.01%	1915
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kestra Advisory Services's KEX Position: Q3 2026 in Review

Kestra Advisory Services increased its Kirby Corp (KEX) stake by 1.3% in Q3 2026, buying an estimated $12.1K and bringing the position to 6,715 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Kestra Advisory Services first reported a position in KEX in Q1 2022 and has held it in 17 quarters since. The position peaked at $901K in Q2 2026. 329 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

Kestra Advisory Services held 6,715 shares of Kirby Corp worth $881K as of Q3 2026.
Kestra Advisory Services bought 88 Kirby Corp shares in Q3 2026, an estimated $12.1K.
Kirby Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2057 holding.
Kestra Advisory Services first reported a position in Kirby Corp in Q1 2022 and has held it in 17 quarters since.
Kestra Advisory Services's Kirby Corp position peaked at $901K in Q2 2026.
329 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.