RFP
KEX icon

Root Financial Partners’s Kirby Corp KEX Stock Holding History

Root Financial Partners’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 		– Sell
-430
Closed -$57.1K – 1878
2026
Q1 		$57.1K Buy
430
+278
+183% +$35.2K ﹤0.01% 820
2025
Q4 		$16.7K Buy
152
+54
+55% +$5.49K ﹤0.01% 1266
2025
Q3 		$8.18K Buy
+98
New +$9.85K ﹤0.01% 1532

Other funds holding KEX

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $454M AUM 32.9% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's KEX Position: Q2 2026 in Review

Root Financial Partners sold out of Kirby Corp (KEX) in Q2 2026, closing a stake of 430 shares — an estimated $57.1K sold.

Root Financial Partners first reported a position in KEX in Q3 2025 and held it in 3 quarters. The position peaked at $57.1K in Q1 2026. 124 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Root Financial Partners reported no remaining Kirby Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 430 Kirby Corp shares in Q2 2026, an estimated $57.1K.
  • Root Financial Partners first reported a position in Kirby Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kirby Corp position peaked at $57.1K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.