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Principal Securities’s Kirby Corp KEX Stock Holding History

Principal Securities’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
Q4 		– Sell
-146
Closed -$12.2K – 2531
2025
Q3 		$12.2K Sell
146
-8
-5% -$804 ﹤0.01% 2641
2025
Q2 		$17.5K Buy
154
+69
+81% +$7.24K ﹤0.01% 2390
2025
Q1 		$8.99K Hold
85
– – ﹤0.01% 2570
2024
Q4 		$8.99K Buy
85
+1
+1% +$121 ﹤0.01% 2565
2024
Q3 		$10.3K Buy
84
+9
+12% +$1.07K ﹤0.01% 2429
2024
Q2 		$8.98K Hold
75
– – ﹤0.01% 2445
2024
Q1 		$7.15K Sell
75
-30
-29% -$2.53K ﹤0.01% 2483
2023
Q4 		$8.24K Buy
+105
New +$8.21K ﹤0.01% 2340

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Securities's KEX Position: Q4 2025 in Review

Principal Securities sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 146 shares — an estimated $12.2K sold.

Principal Securities first reported a position in KEX in Q4 2023 and held it in 8 quarters. The position peaked at $17.5K in Q2 2025. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

  • Principal Securities reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 146 Kirby Corp shares in Q4 2025, an estimated $12.2K.
  • Principal Securities first reported a position in Kirby Corp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Kirby Corp position peaked at $17.5K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.