Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kirby Corp KEX Stock Holding History

Kovitz Investment Group Partners’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
-4,072
Closed -$340K – 924
2025
Q3 		$340K Sell
4,072
-64
-2% -$6.43K ﹤0.01% 1157
2025
Q2 		$469K Sell
4,136
-29
-0.7% -$3.04K ﹤0.01% 995
2025
Q1 		$421K Sell
4,165
-35
-0.8% -$3.65K ﹤0.01% 953
2024
Q4 		$444K Buy
+4,200
New +$506K ﹤0.01% 932

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kovitz Investment Group Partners's KEX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 4,072 shares — an estimated $340K sold.

Kovitz Investment Group Partners first reported a position in KEX in Q4 2024 and held it in 4 quarters. The position peaked at $469K in Q2 2025. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,072 Kirby Corp shares in Q4 2025, an estimated $340K.
  • Kovitz Investment Group Partners first reported a position in Kirby Corp in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Kirby Corp position peaked at $469K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.