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

Private Wealth Management 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	$4.46K	Hold	34	–	–	﹤0.01%	932
2026 Q2	$4.62K	Hold	34	–	–	﹤0.01%	874
2026 Q1	$4.52K	Hold	34	–	–	﹤0.01%	811
2025 Q4	$3.75K	Hold	34	–	–	﹤0.01%	888
2025 Q3	$2.84K	Hold	34	–	–	﹤0.01%	997
2025 Q2	$3.86K	Hold	34	–	–	﹤0.01%	859
2025 Q1	$3.44K	Hold	34	–	–	﹤0.01%	870
2024 Q4	$3.6K	Hold	34	–	–	﹤0.01%	873
2024 Q3	$4.16K	Hold	34	–	–	﹤0.01%	800
2024 Q2	$4.07K	Hold	34	–	–	﹤0.01%	784
2024 Q1	$3.24K	Hold	34	–	–	﹤0.01%	781
2023 Q4	$2.67K	Buy	+34	New	+$2.66K	﹤0.01%	855

Other funds holding KEX

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Private Wealth Management Group's KEX Position: Q3 2026 in Review

Private Wealth Management Group held its Kirby Corp (KEX) position steady in Q3 2026 at 34 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Private Wealth Management Group first reported a position in KEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.62K in Q2 2026. 134 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

Private Wealth Management Group held 34 shares of Kirby Corp worth $4.46K as of Q3 2026.
Private Wealth Management Group left its Kirby Corp share count unchanged in Q3 2026.
Kirby Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #932 holding.
Private Wealth Management Group first reported a position in Kirby Corp in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Kirby Corp position peaked at $4.62K in Q2 2026.
134 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.