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Kestra Private Wealth Services’s Kirby Corp KEX Stock Holding History

Kestra Private Wealth 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
2025
Q1 		– Sell
-3,757
Closed -$397K – 1540
2024
Q4 		$397K Buy
3,757
+1,850
+97% +$223K 0.01% 1030
2024
Q3 		$233K Buy
+1,907
New +$227K ﹤0.01% 1199

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kestra Private Wealth Services's KEX Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 3,757 shares — an estimated $397K sold.

Kestra Private Wealth Services first reported a position in KEX in Q3 2024 and held it in 2 quarters. The position peaked at $397K in Q4 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,757 Kirby Corp shares in Q1 2025, an estimated $397K.
  • Kestra Private Wealth Services first reported a position in Kirby Corp in Q3 2024 and held it in 2 quarters.
  • Kestra Private Wealth Services's Kirby Corp position peaked at $397K in Q4 2024.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.