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 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 $6.73T 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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's KEX Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Kirby Corp (KEX) stake by 60% in Q2 2026, buying an estimated $369K and bringing the position to 6,880 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

O'Shaughnessy Asset Management first reported a position in KEX in Q3 2014 and has held it in 11 quarters since. The position peaked at $2.3M in Q3 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

O'Shaughnessy Asset Management held 6,880 shares of Kirby Corp worth $935K as of Q2 2026.
O'Shaughnessy Asset Management bought 2,576 Kirby Corp shares in Q2 2026, an estimated $369K.
Kirby Corp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1287 holding.
O'Shaughnessy Asset Management first reported a position in Kirby Corp in Q3 2014 and has held it in 11 quarters since.
O'Shaughnessy Asset Management's Kirby Corp position peaked at $2.3M in Q3 2025.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.