Orion Portfolio Solutions’s Kirby Corp KEX Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.29M	Buy	22,709 +2,518	+12%	+$263K	0.02%	638
2024 Q4	$2.14M	Buy	20,191 +245	+1%	+$29.5K	0.02%	661
2024 Q3	$2.44M	Buy	19,946 +572	+3%	+$68.2K	0.02%	587
2024 Q2	$2.32M	Buy	19,374 +1,004	+5%	+$112K	0.02%	584
2024 Q1	$1.75M	Buy	18,370 +523	+3%	+$44.1K	0.02%	722
2023 Q4	$1.39M	Buy	17,847 +124	+0.7%	+$9.7K	0.02%	800
2023 Q3	$1.47M	Sell	17,723 -406	-2%	-$32.8K	0.02%	745
2023 Q2	$1.4M	Buy	18,129 +304	+2%	+$21.9K	0.01%	807
2023 Q1	$1.24M	Buy	+17,825	New	+$1.23M	0.02%	793
2020 Q3	–	Sell	-14	Closed	-$1K	–	1299
2020 Q2	$1K	Buy	14 +5	+56%	+$255	﹤0.01%	2010
2020 Q1	$0	Buy	9 +5	+125%	+$340	﹤0.01%	2099
2019 Q4	$0	Buy	+4	New	+$331	﹤0.01%	1872

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Orion Portfolio Solutions's KEX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Kirby Corp (KEX) stake by 12% in Q1 2025, buying an estimated $263K and bringing the position to 22,709 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #638.

Orion Portfolio Solutions first reported a position in KEX in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.44M in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Orion Portfolio Solutions held 22,709 shares of Kirby Corp worth $2.29M as of Q1 2025.
Orion Portfolio Solutions bought 2,518 Kirby Corp shares in Q1 2025, an estimated $263K.
Kirby Corp made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #638 holding.
Orion Portfolio Solutions first reported a position in Kirby Corp in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Kirby Corp position peaked at $2.44M in Q3 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.