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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Krilogy Financial's KEX Position: Q2 2026 in Review

Krilogy Financial reduced its Kirby Corp (KEX) stake by 1.9% in Q2 2026, selling an estimated $12K and leaving 4,304 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #580.

Krilogy Financial first reported a position in KEX in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Krilogy Financial held 4,304 shares of Kirby Corp worth $585K as of Q2 2026.
  • Krilogy Financial sold 84 Kirby Corp shares in Q2 2026, an estimated $12K.
  • Kirby Corp made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #580 holding.
  • Krilogy Financial first reported a position in Kirby Corp in Q4 2022 and has held it in 10 quarters since.
  • Krilogy Financial's Kirby Corp position peaked at $1.19M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.