Krilogy Financial’s Kirby Corp KEX Stock Holding History

Krilogy Financial’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	$642K	Buy	4,725 +421	+10%	+$58.1K	0.02%	578
2026 Q2	$585K	Sell	4,304 -84	-2%	-$12K	0.02%	580
2026 Q1	$630K	Sell	4,388 -4,879	-53%	-$618K	0.02%	508
2025 Q4	$1.19M	Buy	9,267 +5,067	+121%	+$515K	0.04%	309
2025 Q3	$446K	Buy	+4,200	New	+$422K	0.02%	554
2024 Q2	–	Sell	-10,750	Closed	-$1.02M	–	228
2024 Q1	$1.02M	Sell	10,750 -500	-4%	-$42.2K	0.08%	164
2023 Q4	$883K	Buy	11,250 +1,000	+10%	+$78.2K	0.08%	154
2023 Q3	$849K	Sell	10,250 -1,770	-15%	-$143K	0.08%	155
2023 Q2	$925K	Sell	12,020 -2,000	-14%	-$144K	0.08%	154
2023 Q1	$977K	Buy	14,020 +2,000	+17%	+$138K	0.08%	184
2022 Q4	$773K	Buy	+12,020	New	+$802K	0.07%	193

Other funds holding KEX

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Krilogy Financial's KEX Position: Q3 2026 in Review

Krilogy Financial increased its Kirby Corp (KEX) stake by 9.8% in Q3 2026, buying an estimated $58.1K and bringing the position to 4,725 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #578.

Krilogy Financial first reported a position in KEX in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 134 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

Krilogy Financial held 4,725 shares of Kirby Corp worth $642K as of Q3 2026.
Krilogy Financial bought 421 Kirby Corp shares in Q3 2026, an estimated $58.1K.
Kirby Corp made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #578 holding.
Krilogy Financial first reported a position in Kirby Corp in Q4 2022 and has held it in 11 quarters since.
Krilogy Financial's Kirby Corp position peaked at $1.19M in Q4 2025.
134 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.