Root Financial Partners
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
Q3 		$72.7K Buy
+554
New +$76.5K ﹤0.01% 899
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 +$9.8K ﹤0.01% 1532

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's KEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kirby Corp (KEX) in Q3 2026: 554 shares worth $72.7K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KEX as recently as Q1 2026.

Root Financial Partners first reported a position in KEX in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • Root Financial Partners held 554 shares of Kirby Corp worth $72.7K as of Q3 2026.
  • Kirby Corp was a new Root Financial Partners position in Q3 2026.
  • Kirby Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #899 holding.
  • Root Financial Partners first reported a position in Kirby Corp in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.