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Northwest & Ethical Investments’s Kirby Corp KEX Stock Holding History

Northwest & Ethical Investments’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 		$172K Sell
1,255
-2,073
-62% -$297K ﹤0.01% 430
2026
Q1 		$457K Buy
3,328
+1,428
+75% +$181K 0.01% 402
2025
Q4 		$211K Buy
+1,900
New +$193K ﹤0.01% 470

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northwest & Ethical Investments's KEX Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Kirby Corp (KEX) stake by 62% in Q2 2026, selling an estimated $297K and leaving 1,255 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Northwest & Ethical Investments first reported a position in KEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q1 2026. 466 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Northwest & Ethical Investments held 1,255 shares of Kirby Corp worth $172K as of Q2 2026.
  • Northwest & Ethical Investments sold 2,073 Kirby Corp shares in Q2 2026, an estimated $297K.
  • Kirby Corp made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #430 holding.
  • Northwest & Ethical Investments first reported a position in Kirby Corp in Q4 2025 and has held it in 3 quarters since.
  • Northwest & Ethical Investments's Kirby Corp position peaked at $457K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.