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Optas LLC’s Kirby Corp KEX Stock Holding History

Optas LLC’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 		$275K Sell
2,023
-5
-0.2% -$715 0.04% 347
2026
Q1 		$269K Buy
+2,028
New +$257K 0.04% 344
2025
Q3 		– Sell
-1,892
Closed -$215K – 410
2025
Q2 		$215K Buy
+1,892
New +$198K 0.04% 312
2025
Q1 		– Sell
-2,167
Closed -$229K – 325
2024
Q4 		$229K Buy
2,167
+82
+4% +$9.88K 0.05% 225
2024
Q3 		$255K Buy
2,085
+21
+1% +$2.5K 0.06% 195
2024
Q2 		$247K Buy
+2,064
New +$231K 0.06% 170

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

Optas LLC's KEX Position: Q2 2026 in Review

Optas LLC reduced its Kirby Corp (KEX) stake by 0.25% in Q2 2026, selling an estimated $715 and leaving 2,023 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #347.

Optas LLC first reported a position in KEX in Q2 2024 and has held it in 6 quarters since. 466 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Optas LLC held 2,023 shares of Kirby Corp worth $275K as of Q2 2026.
  • Optas LLC sold 5 Kirby Corp shares in Q2 2026, an estimated $715.
  • Kirby Corp made up 0.04% of Optas LLC's portfolio in Q2 2026, its #347 holding.
  • Optas LLC first reported a position in Kirby Corp in Q2 2024 and has held it in 6 quarters since.
  • 466 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.