O'Shaughnessy Asset Management’s Kirby Corp KEX Stock Holding History

O'Shaughnessy Asset Management’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 Q3	$1.2M	Buy	9,383 +2,503	+36%	+$345K	0.01%	1194
2026 Q2	$935K	Buy	6,880 +2,576	+60%	+$369K	﹤0.01%	1287
2026 Q1	$572K	Buy	4,304 +2,044	+90%	+$259K	﹤0.01%	1465
2025 Q4	$249K	Sell	2,260 -25,305	-92%	-$2.57M	﹤0.01%	1881
2025 Q3	$2.3M	Buy	27,565 +24,941	+950%	+$2.51M	0.01%	773
2025 Q2	$298K	Buy	+2,624	New	+$275K	﹤0.01%	1634
2021 Q4	–	Sell	-7	Closed	–	–	1874
2021 Q3	$0	Buy	+7	New	+$388	﹤0.01%	2796
2015 Q4	–	Sell	-2,067	Closed	-$128K	–	957
2015 Q3	$128K	Sell	2,067 -6,287	-75%	-$444K	﹤0.01%	545
2015 Q2	$640K	Sell	8,354 -621	-7%	-$49.2K	0.01%	358
2015 Q1	$673K	Sell	8,975 -975	-10%	-$75.2K	0.01%	339
2014 Q4	$800K	Buy	9,950 +2,600	+35%	+$258K	0.02%	346
2014 Q3	$864K	Buy	+7,350	New	+$875K	0.02%	348

Other funds holding KEX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

O'Shaughnessy Asset Management's KEX Position: Q3 2026 in Review

O'Shaughnessy Asset Management increased its Kirby Corp (KEX) stake by 36% in Q3 2026, buying an estimated $345K and bringing the position to 9,383 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1194.

O'Shaughnessy Asset Management first reported a position in KEX in Q3 2014 and has held it in 12 quarters since. The position peaked at $2.3M in Q3 2025. 372 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

O'Shaughnessy Asset Management held 9,383 shares of Kirby Corp worth $1.2M as of Q3 2026.
O'Shaughnessy Asset Management bought 2,503 Kirby Corp shares in Q3 2026, an estimated $345K.
Kirby Corp made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1194 holding.
O'Shaughnessy Asset Management first reported a position in Kirby Corp in Q3 2014 and has held it in 12 quarters since.
O'Shaughnessy Asset Management's Kirby Corp position peaked at $2.3M in Q3 2025.
372 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.