Portside Wealth Group
KEX icon

Portside Wealth Group’s Kirby Corp KEX Stock Holding History

Portside Wealth Group’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 		$636K Buy
4,849
+615
+15% +$84.9K 0.07% 261
2026
Q2 		$576K Buy
4,234
+36
+0.9% +$5.15K 0.07% 275
2026
Q1 		$558K Buy
4,198
+450
+12% +$57K 0.08% 235
2025
Q4 		$413K Buy
+3,748
New +$381K 0.06% 298

Other funds holding KEX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Portside Wealth Group's KEX Position: Q3 2026 in Review

Portside Wealth Group increased its Kirby Corp (KEX) stake by 15% in Q3 2026, buying an estimated $84.9K and bringing the position to 4,849 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #261.

Portside Wealth Group first reported a position in KEX in Q4 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • Portside Wealth Group held 4,849 shares of Kirby Corp worth $636K as of Q3 2026.
  • Portside Wealth Group bought 615 Kirby Corp shares in Q3 2026, an estimated $84.9K.
  • Kirby Corp made up 0.07% of Portside Wealth Group's portfolio in Q3 2026, its #261 holding.
  • Portside Wealth Group first reported a position in Kirby Corp in Q4 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.