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LRI Investments’s Kirby Corp KEX Stock Holding History

LRI Investments’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 		$544 Buy
+4
New +$572 ﹤0.01% 1518
2026
Q1 		– Sell
-27
Closed -$2.98K – 1465
2025
Q4 		$2.98K Sell
27
-9
-25% -$915 ﹤0.01% 1136
2025
Q3 		$3.03K Sell
36
-14
-28% -$1.41K ﹤0.01% 1140
2025
Q2 		$5.72K Hold
50
– – ﹤0.01% 986
2025
Q1 		$5.09K Hold
50
– – ﹤0.01% 941
2024
Q4 		$5.33K Hold
50
– – ﹤0.01% 913
2024
Q3 		$6.55K Hold
50
– – ﹤0.01% 874
2024
Q2 		$6.04K Buy
+50
New +$5.58K ﹤0.01% 851

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

LRI Investments's KEX Position: Q2 2026 in Review

LRI Investments opened a new position in Kirby Corp (KEX) in Q2 2026: 4 shares worth $544. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: LRI Investments previously reported a position in KEX as recently as Q4 2025.

LRI Investments first reported a position in KEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.55K in Q3 2024. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • LRI Investments held 4 shares of Kirby Corp worth $544 as of Q2 2026.
  • Kirby Corp was a new LRI Investments position in Q2 2026.
  • Kirby Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1518 holding.
  • LRI Investments first reported a position in Kirby Corp in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's Kirby Corp position peaked at $6.55K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.