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Private Wealth Asset Management’s Kirby Corp KEX Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-55
Closed -$5.56K – 1179
2025
Q1 		$5.56K Buy
+55
New +$5.74K ﹤0.01% 725

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Private Wealth Asset Management's KEX Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Kirby Corp (KEX) in Q2 2025, closing a stake of 55 shares — an estimated $5.56K sold.

Private Wealth Asset Management first reported a position in KEX in Q1 2025 and held it in 1 quarter. The position peaked at $5.56K in Q1 2025. 408 funds tracked by Wall St. Rank hold KEX as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Kirby Corp position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 55 Kirby Corp shares in Q2 2025, an estimated $5.56K.
  • Private Wealth Asset Management first reported a position in Kirby Corp in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Kirby Corp position peaked at $5.56K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.