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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Merit Financial Group's KEX Position: Q2 2026 in Review

Merit Financial Group increased its Kirby Corp (KEX) stake by 45% in Q2 2026, buying an estimated $142K and bringing the position to 3,232 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Merit Financial Group first reported a position in KEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $578K in Q2 2025. 67 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Merit Financial Group held 3,232 shares of Kirby Corp worth $439K as of Q2 2026.
  • Merit Financial Group bought 996 Kirby Corp shares in Q2 2026, an estimated $142K.
  • Kirby Corp made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1571 holding.
  • Merit Financial Group first reported a position in Kirby Corp in Q1 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Kirby Corp position peaked at $578K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.