Rafferty Asset Management
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Rafferty Asset Management’s Kirby Corp KEX Stock Holding History

Rafferty 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
2026
Q1 		$216K Sell
1,626
-230
-12% -$29.1K ﹤0.01% 1016
2025
Q4 		$204K Buy
+1,856
New +$189K ﹤0.01% 1105
2025
Q3 		– Sell
-1,969
Closed -$223K – 1121
2025
Q2 		$223K Sell
1,969
-109
-5% -$11.4K ﹤0.01% 1032
2025
Q1 		$210K Sell
2,078
-640
-24% -$66.8K ﹤0.01% 1021
2024
Q4 		$288K Sell
2,718
-31
-1% -$3.74K ﹤0.01% 1035
2024
Q3 		$337K Sell
2,749
-330
-11% -$39.4K ﹤0.01% 1015
2024
Q2 		$369K Buy
3,079
+928
+43% +$104K ﹤0.01% 1023
2024
Q1 		$205K Buy
+2,151
New +$181K ﹤0.01% 1059
2022
Q3 		– Sell
-7,664
Closed -$466K – 1194
2022
Q2 		$466K Sell
7,664
-536
-7% -$34.9K ﹤0.01% 817
2022
Q1 		$592K Sell
8,200
-4,434
-35% -$296K ﹤0.01% 907
2021
Q4 		$751K Sell
12,634
-11,439
-48% -$639K ﹤0.01% 984
2021
Q3 		$1.16M Sell
24,073
-7,846
-25% -$435K 0.01% 776
2021
Q2 		$1.94M Buy
31,919
+17,468
+121% +$1.13M 0.01% 695
2021
Q1 		$871K Sell
14,451
-1,222
-8% -$73.4K 0.01% 804
2020
Q4 		$812K Buy
15,673
+5,584
+55% +$254K 0.01% 565
2020
Q3 		$365K Sell
10,089
-1,087
-10% -$47.9K ﹤0.01% 761
2020
Q2 		$599K Buy
+11,176
New +$571K 0.01% 668
2019
Q1 		– Sell
-3,428
Closed -$231K – 821
2018
Q4 		$231K Buy
+3,428
New +$254K 0.01% 587
2018
Q3 		– Sell
-3,073
Closed -$257K – 721
2018
Q2 		$257K Sell
3,073
-954
-24% -$82.8K ﹤0.01% 603
2018
Q1 		$310K Buy
+4,027
New +$301K ﹤0.01% 623

Other funds holding KEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Rafferty Asset Management's KEX Position: Q1 2026 in Review

Rafferty Asset Management reduced its Kirby Corp (KEX) stake by 12% in Q1 2026, selling an estimated $29.1K and leaving 1,626 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Rafferty Asset Management first reported a position in KEX in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.94M in Q2 2021. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Rafferty Asset Management held 1,626 shares of Kirby Corp worth $216K as of Q1 2026.
  • Rafferty Asset Management sold 230 Kirby Corp shares in Q1 2026, an estimated $29.1K.
  • Kirby Corp made up ﹤0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #1016 holding.
  • Rafferty Asset Management first reported a position in Kirby Corp in Q1 2018 and has held it in 20 quarters since.
  • Rafferty Asset Management's Kirby Corp position peaked at $1.94M in Q2 2021.
  • 432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.