Pathstone Holdings
KEX icon

Pathstone Holdings’s Kirby Corp KEX Stock Holding History

Pathstone Holdings’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 		$2.94M Sell
21,625
-1,607
-7% -$230K 0.01% 906
2026
Q1 		$3.09M Sell
23,232
-545
-2% -$69K 0.01% 802
2025
Q4 		$2.62M Buy
23,777
+6,664
+39% +$677K 0.01% 895
2025
Q3 		$1.43M Buy
17,113
+3,653
+27% +$367K 0.01% 1217
2025
Q2 		$1.53M Buy
13,460
+1,717
+15% +$180K 0.01% 1147
2025
Q1 		$1.19M Sell
11,743
-2,022
-15% -$211K 0.01% 1288
2024
Q4 		$1.46M Buy
13,765
+1,211
+10% +$146K 0.01% 1157
2024
Q3 		$1.54M Buy
12,554
+432
+4% +$51.5K 0.01% 1139
2024
Q2 		$1.45M Buy
12,122
+650
+6% +$72.6K 0.01% 1095
2024
Q1 		$1.09M Buy
11,472
+6,605
+136% +$557K 0.01% 1228
2023
Q4 		$382K Buy
+4,867
New +$381K ﹤0.01% 1670

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

Pathstone Holdings's KEX Position: Q2 2026 in Review

Pathstone Holdings reduced its Kirby Corp (KEX) stake by 6.9% in Q2 2026, selling an estimated $230K and leaving 21,625 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #906.

Pathstone Holdings first reported a position in KEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q1 2026. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Pathstone Holdings held 21,625 shares of Kirby Corp worth $2.94M as of Q2 2026.
  • Pathstone Holdings sold 1,607 Kirby Corp shares in Q2 2026, an estimated $230K.
  • Kirby Corp made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #906 holding.
  • Pathstone Holdings first reported a position in Kirby Corp in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Kirby Corp position peaked at $3.09M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.