Lindbrook Capital’s Kirby Corp KEX Stock Holding History

Lindbrook Capital’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	$78K	Buy	772 +643	+498%	+$67.1K	0.01%	781
2024 Q4	$13.6K	Hold	129	–	–	﹤0.01%	1484
2024 Q3	$15.8K	Buy	129 +24	+23%	+$2.86K	﹤0.01%	1421
2024 Q2	$12.6K	Buy	105 +26	+33%	+$2.9K	﹤0.01%	1504
2024 Q1	$7.53K	Hold	79	–	–	﹤0.01%	1713
2023 Q4	$6.2K	Buy	79 +46	+139%	+$3.6K	﹤0.01%	1768
2023 Q3	$2.73K	Hold	33	–	–	﹤0.01%	2010
2023 Q2	$2.54K	Sell	33 -3	-8%	-$216	﹤0.01%	2057
2023 Q1	$2.51K	Buy	36 +29	+414%	+$2K	﹤0.01%	2153
2022 Q4	$450	Hold	7	–	–	﹤0.01%	2614
2022 Q3	$0	Sell	7 -4	-36%	-$256	﹤0.01%	2768
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	2279
2022 Q1	$1K	Buy	+11	New	+$733	﹤0.01%	2267
2020 Q3	–	Sell	-18	Closed	-$1K	–	1798
2020 Q2	$1K	Buy	+18	New	+$920	﹤0.01%	1581

Other funds holding KEX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lindbrook Capital's KEX Position: Q1 2025 in Review

Lindbrook Capital increased its Kirby Corp (KEX) stake by 498% in Q1 2025, buying an estimated $67.1K and bringing the position to 772 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #781.

Lindbrook Capital first reported a position in KEX in Q2 2020 and has held it in 14 quarters since. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Lindbrook Capital held 772 shares of Kirby Corp worth $78K as of Q1 2025.
Lindbrook Capital bought 643 Kirby Corp shares in Q1 2025, an estimated $67.1K.
Kirby Corp made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #781 holding.
Lindbrook Capital first reported a position in Kirby Corp in Q2 2020 and has held it in 14 quarters since.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.