Optimize Financial’s Kirby Corp KEX Stock Holding History

Optimize Financial’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	$373K	Sell	2,743 -9	-0.3%	-$1.29K	0.13%	227
2026 Q1	$366K	Buy	+2,752	New	+$349K	0.18%	213

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Optimize Financial's KEX Position: Q2 2026 in Review

Optimize Financial reduced its Kirby Corp (KEX) stake by 0.33% in Q2 2026, selling an estimated $1.29K and leaving 2,743 shares worth $373K. The position accounts for 0.13% of the portfolio, ranked #227.

Optimize Financial first reported a position in KEX in Q1 2026 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Optimize Financial held 2,743 shares of Kirby Corp worth $373K as of Q2 2026.
Optimize Financial sold 9 Kirby Corp shares in Q2 2026, an estimated $1.29K.
Kirby Corp made up 0.13% of Optimize Financial's portfolio in Q2 2026, its #227 holding.
Optimize Financial first reported a position in Kirby Corp in Q1 2026 and has held it in 2 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.