Rise Advisors’s Kirby Corp KEX Stock Holding History

Rise 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
2025 Q4	–	Sell	-127	Closed	-$10.6K	–	797
2025 Q3	$10.6K	Hold	127	–	–	﹤0.01%	960
2025 Q2	$14.4K	Hold	127	–	–	0.01%	759
2025 Q1	$12.8K	Sell	127 -62	-33%	-$6.47K	0.01%	803
2024 Q4	$20K	Hold	189	–	–	0.01%	659
2024 Q3	$23.1K	Hold	189	–	–	0.01%	593
2024 Q2	$22.6K	Hold	189	–	–	0.01%	545
2024 Q1	$18K	Buy	+189	New	+$15.9K	0.01%	716

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rise Advisors's KEX Position: Q4 2025 in Review

Rise Advisors sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 127 shares — an estimated $10.6K sold.

Rise Advisors first reported a position in KEX in Q1 2024 and held it in 7 quarters. The position peaked at $23.1K in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

Rise Advisors reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 127 Kirby Corp shares in Q4 2025, an estimated $10.6K.
Rise Advisors first reported a position in Kirby Corp in Q1 2024 and held it in 7 quarters.
Rise Advisors's Kirby Corp position peaked at $23.1K in Q3 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.