Key Financial Inc’s Kirby Corp KEX Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-89	Closed	-$7.49K	–	1475
2025 Q3	$7.49K	Hold	89	–	–	﹤0.01%	955
2025 Q2	$10.1K	Hold	89	–	–	﹤0.01%	862
2025 Q1	$8.99K	Hold	89	–	–	﹤0.01%	839
2024 Q4	$9.42K	Hold	89	–	–	﹤0.01%	827
2024 Q3	$10.9K	Hold	89	–	–	﹤0.01%	771
2024 Q2	$10.7K	Hold	89	–	–	﹤0.01%	757
2024 Q1	$8.48K	Hold	89	–	–	﹤0.01%	802
2023 Q4	$6.99K	Hold	89	–	–	﹤0.01%	830
2023 Q3	$7.37K	Hold	89	–	–	﹤0.01%	802
2023 Q2	$6.85K	Hold	89	–	–	﹤0.01%	827
2023 Q1	$6.2K	Hold	89	–	–	﹤0.01%	783
2022 Q4	$5.41K	Hold	89	–	–	﹤0.01%	777
2022 Q3	$5K	Hold	89	–	–	﹤0.01%	791
2022 Q2	$5K	Hold	89	–	–	﹤0.01%	795
2022 Q1	$6K	Buy	+89	New	+$5.93K	﹤0.01%	749

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Key Financial Inc's KEX Position: Q4 2025 in Review

Key Financial Inc sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 89 shares — an estimated $7.49K sold.

Key Financial Inc first reported a position in KEX in Q1 2022 and held it in 15 quarters. The position peaked at $10.9K in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

Key Financial Inc reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 89 Kirby Corp shares in Q4 2025, an estimated $7.49K.
Key Financial Inc first reported a position in Kirby Corp in Q1 2022 and held it in 15 quarters.
Key Financial Inc's Kirby Corp position peaked at $10.9K in Q3 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.