Mather Group’s Kirby Corp KEX Stock Holding History

Mather Group’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	–	Sell	-13	Closed	-$1.38K	–	1831
2024 Q4	$1.38K	Sell	13 -12	-48%	-$1.45K	﹤0.01%	1583
2024 Q3	$3.06K	Sell	25 -16	-39%	-$1.91K	﹤0.01%	1398
2024 Q2	$3.91K	Hold	41	–	–	﹤0.01%	1696
2024 Q1	$3.22K	Buy	+41	New	+$3.46K	﹤0.01%	1442

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 $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mather Group's KEX Position: Q1 2025 in Review

Mather Group sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 13 shares — an estimated $1.38K sold.

Mather Group first reported a position in KEX in Q1 2024 and held it in 4 quarters. The position peaked at $3.91K in Q2 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Mather Group reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Mather Group sold 13 Kirby Corp shares in Q1 2025, an estimated $1.38K.
Mather Group first reported a position in Kirby Corp in Q1 2024 and held it in 4 quarters.
Mather Group's Kirby Corp position peaked at $3.91K in Q2 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.