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Modern Wealth Management’s Kirby Corp KEX Stock Holding History

Modern Wealth Management’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
Q3 		– Sell
-2,411
Closed -$273K – 822
2025
Q2 		$273K Buy
2,411
+77
+3% +$8.08K 0.01% 635
2025
Q1 		$236K Buy
2,334
+370
+19% +$38.6K 0.01% 598
2024
Q4 		$208K Sell
1,964
-44
-2% -$5.3K 0.01% 546
2024
Q3 		$246K Buy
2,008
+63
+3% +$7.51K 0.02% 379
2024
Q2 		$233K Buy
+1,945
New +$217K 0.02% 361

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Modern Wealth Management's KEX Position: Q3 2025 in Review

Modern Wealth Management sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 2,411 shares — an estimated $273K sold.

Modern Wealth Management first reported a position in KEX in Q2 2024 and held it in 5 quarters. The position peaked at $273K in Q2 2025. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

  • Modern Wealth Management reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 2,411 Kirby Corp shares in Q3 2025, an estimated $273K.
  • Modern Wealth Management first reported a position in Kirby Corp in Q2 2024 and held it in 5 quarters.
  • Modern Wealth Management's Kirby Corp position peaked at $273K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.