Merit Financial Group
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Merit Financial Group’s Kirby Corp KEX Stock Holding History

Merit Financial 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
2026
Q3 		$513K Buy
3,910
+678
+21% +$93.6K ﹤0.01% 1556
2026
Q2 		$439K Buy
3,232
+996
+45% +$142K ﹤0.01% 1571
2026
Q1 		$297K Buy
2,236
+339
+18% +$42.9K ﹤0.01% 1656
2025
Q4 		$209K Buy
+1,897
New +$193K ﹤0.01% 1790
2025
Q3 		– Sell
-5,097
Closed -$578K – 1833
2025
Q2 		$578K Buy
5,097
+1,233
+32% +$129K 0.01% 1034
2025
Q1 		$390K Buy
+3,864
New +$403K 0.01% 1036

Other funds holding KEX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Merit Financial Group's KEX Position: Q3 2026 in Review

Merit Financial Group increased its Kirby Corp (KEX) stake by 21% in Q3 2026, buying an estimated $93.6K and bringing the position to 3,910 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Merit Financial Group first reported a position in KEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $578K in Q2 2025. 203 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • Merit Financial Group held 3,910 shares of Kirby Corp worth $513K as of Q3 2026.
  • Merit Financial Group bought 678 Kirby Corp shares in Q3 2026, an estimated $93.6K.
  • Kirby Corp made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1556 holding.
  • Merit Financial Group first reported a position in Kirby Corp in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Kirby Corp position peaked at $578K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.