Pinnacle Wealth Planning Services’s Kirby Corp KEX Stock Holding History

Pinnacle Wealth Planning Services’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	$179K	Buy	1,314 +1,224	+1,360%	+$175K	0.02%	570
2026 Q1	$12K	Sell	90 -1	-1%	-$127	﹤0.01%	1935
2025 Q4	$10K	Buy	+91	New	+$9.25K	﹤0.01%	2010
2021 Q1	–	Sell	-47	Closed	-$3K	–	1181
2020 Q4	$3K	Buy	+47	New	+$2.14K	﹤0.01%	1828

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's KEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Kirby Corp (KEX) stake by 1,360% in Q2 2026, buying an estimated $175K and bringing the position to 1,314 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #570.

Pinnacle Wealth Planning Services first reported a position in KEX in Q4 2020 and has held it in 4 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Pinnacle Wealth Planning Services held 1,314 shares of Kirby Corp worth $179K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,224 Kirby Corp shares in Q2 2026, an estimated $175K.
Kirby Corp made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #570 holding.
Pinnacle Wealth Planning Services first reported a position in Kirby Corp in Q4 2020 and has held it in 4 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.