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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return