Richard Bernstein Advisors’s Kirby Corp KEX Stock Holding History

Richard Bernstein Advisors’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	$1.8M	Buy	+13,513	New	+$1.71M	0.05%	95
2022 Q4	–	Sell	-23,917	Closed	-$1.45M	–	225
2022 Q3	$1.45M	Hold	23,917	–	–	0.04%	172
2022 Q2	$1.46M	Hold	23,917	–	–	0.03%	190
2022 Q1	$1.73M	Hold	23,917	–	–	0.03%	205
2021 Q4	$1.42M	Hold	23,917	–	–	0.03%	227
2021 Q3	$1.15M	Hold	23,917	–	–	0.02%	247
2021 Q2	$1.45M	Hold	23,917	–	–	0.03%	228
2021 Q1	$1.44M	Hold	23,917	–	–	0.03%	229
2020 Q4	$1.24M	Hold	23,917	–	–	0.03%	227
2020 Q3	$865K	Hold	23,917	–	–	0.02%	203
2020 Q2	$1.28M	Buy	+23,917	New	+$1.22M	0.04%	189

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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