Private Trust Company’s Kirby Corp KEX Stock Holding History

Private Trust Company’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	$26.9K	Sell	198 -7	-3%	-$1K	﹤0.01%	1651
2026 Q1	$27.2K	Hold	205	–	–	﹤0.01%	1550
2025 Q4	$22.6K	Buy	205 +84	+69%	+$8.54K	﹤0.01%	1596
2025 Q3	$10.1K	Buy	121 +67	+124%	+$6.73K	﹤0.01%	1904
2025 Q2	$6.12K	Hold	54	–	–	﹤0.01%	1985
2025 Q1	$5.46K	Buy	54 +24	+80%	+$2.5K	﹤0.01%	1999
2024 Q4	$3.17K	Hold	30	–	–	﹤0.01%	2106
2024 Q3	$3.67K	Hold	30	–	–	﹤0.01%	2050
2024 Q2	$3.59K	Hold	30	–	–	﹤0.01%	2035
2024 Q1	$2.86K	Hold	30	–	–	﹤0.01%	2058
2023 Q4	$2.35K	Buy	+30	New	+$2.35K	﹤0.01%	2106
2014 Q4	–	Sell	-67	Closed	-$8K	–	755
2014 Q3	$8K	Hold	67	–	–	﹤0.01%	1171
2014 Q2	$8K	Buy	67 +54	+415%	+$5.79K	﹤0.01%	1159
2014 Q1	$1K	Hold	13	–	–	﹤0.01%	1642
2013 Q4	$1K	Sell	13 -8	-38%	-$735	﹤0.01%	1647
2013 Q3	$2K	Hold	21	–	–	﹤0.01%	1417
2013 Q2	$2K	Buy	+21	New	+$1.62K	﹤0.01%	1347

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

Private Trust Company's KEX Position: Q2 2026 in Review

Private Trust Company reduced its Kirby Corp (KEX) stake by 3.4% in Q2 2026, selling an estimated $1K and leaving 198 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Private Trust Company first reported a position in KEX in Q2 2013 and has held it in 17 quarters since. The position peaked at $27.2K in Q1 2026. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Private Trust Company held 198 shares of Kirby Corp worth $26.9K as of Q2 2026.
Private Trust Company sold 7 Kirby Corp shares in Q2 2026, an estimated $1K.
Kirby Corp made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1651 holding.
Private Trust Company first reported a position in Kirby Corp in Q2 2013 and has held it in 17 quarters since.
Private Trust Company's Kirby Corp position peaked at $27.2K in Q1 2026.
465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.