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NBC Securities’s Kirby Corp KEX Stock Holding History

NBC Securities’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
Q1 		$106K Hold
798
– – 0.01% 1067
2025
Q4 		$87.9K Sell
798
-9,750
-92% -$991K 0.01% 1122
2025
Q3 		$880K Buy
10,548
+1,026
+11% +$103K 0.07% 311
2025
Q2 		$1.08M Sell
9,522
-565
-6% -$59.3K 0.09% 259
2025
Q1 		$1.02M Buy
+10,087
New +$1.05M 0.09% 243
2024
Q4 		– Sell
-572
Closed -$70K – 1709
2024
Q3 		$70K Sell
572
-75
-12% -$8.95K 0.01% 1079
2024
Q2 		$77K Sell
647
-76
-11% -$8.49K 0.01% 1025
2024
Q1 		$68K Hold
723
– – 0.01% 1046
2023
Q4 		$56K Hold
723
– – 0.01% 1095
2023
Q3 		$59K Buy
+723
New +$58.5K 0.01% 1073

Other funds holding KEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return