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 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

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 Wealth Management Group's KEX Position: Q2 2026 in Review

Private Wealth Management Group held its Kirby Corp (KEX) position steady in Q2 2026 at 34 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Private Wealth Management Group first reported a position in KEX in Q4 2023 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Private Wealth Management Group held 34 shares of Kirby Corp worth $4.62K as of Q2 2026.
Private Wealth Management Group left its Kirby Corp share count unchanged in Q2 2026.
Kirby Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #874 holding.
Private Wealth Management Group first reported a position in Kirby Corp in Q4 2023 and has held it in 11 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.