PGFC
KEX icon

Peapack-Gladstone Financial Corp’s Kirby Corp KEX Stock Holding History

Peapack-Gladstone Financial Corp’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 		– Sell
-2,475
Closed -$262K – 706
2024
Q4 		$262K Sell
2,475
-407
-14% -$49K ﹤0.01% 594
2024
Q3 		$353K Sell
2,882
-389
-12% -$46.4K 0.01% 546
2024
Q2 		$392K Hold
3,271
– – 0.01% 511
2024
Q1 		$312K Sell
3,271
-1,114
-25% -$94K ﹤0.01% 561
2023
Q4 		$344K Sell
4,385
-647
-13% -$50.6K 0.01% 550
2023
Q3 		$417K Sell
5,032
-82
-2% -$6.63K 0.01% 504
2023
Q2 		$394K Sell
5,114
-572
-10% -$41.2K 0.01% 518
2023
Q1 		$396K Hold
5,686
– – 0.01% 517
2022
Q4 		$366K Sell
5,686
-28
-0.5% -$1.87K 0.01% 509
2022
Q3 		$347K Hold
5,714
– – 0.01% 513
2022
Q2 		$348K Sell
5,714
-352
-6% -$22.9K 0.01% 489
2022
Q1 		$438K Sell
6,066
-78
-1% -$5.2K 0.01% 486
2021
Q4 		$365K Sell
6,144
-715
-10% -$40K 0.01% 525
2021
Q3 		$329K Buy
6,859
+618
+10% +$34.3K 0.01% 530
2021
Q2 		$378K Sell
6,241
-70
-1% -$4.51K 0.01% 474
2021
Q1 		$380K Buy
+6,311
New +$379K 0.01% 450

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Peapack-Gladstone Financial Corp's KEX Position: Q1 2025 in Review

Peapack-Gladstone Financial Corp sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 2,475 shares — an estimated $262K sold.

Peapack-Gladstone Financial Corp first reported a position in KEX in Q1 2021 and held it in 16 quarters. The position peaked at $438K in Q1 2022. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

  • Peapack-Gladstone Financial Corp reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 2,475 Kirby Corp shares in Q1 2025, an estimated $262K.
  • Peapack-Gladstone Financial Corp first reported a position in Kirby Corp in Q1 2021 and held it in 16 quarters.
  • Peapack-Gladstone Financial Corp's Kirby Corp position peaked at $438K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2025, filed 12 May 2025.