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Rothschild Investment LLC’s Kirby Corp KEX Stock Holding History

Rothschild Investment LLC’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 		$573K Buy
4,213
+3,681
+692% +$527K 0.02% 561
2026
Q1 		$70.7K Buy
532
+262
+97% +$33.2K ﹤0.01% 1020
2025
Q4 		$29.7K Buy
270
+260
+2,600% +$26.4K ﹤0.01% 1187
2025
Q3 		$835 Buy
10
+5
+100% +$502 ﹤0.01% 2658
2025
Q2 		$567 Buy
+5
New +$525 ﹤0.01% 2703

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rothschild Investment LLC's KEX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Kirby Corp (KEX) stake by 692% in Q2 2026, buying an estimated $527K and bringing the position to 4,213 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #561.

Rothschild Investment LLC first reported a position in KEX in Q2 2025 and has held it in 5 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Rothschild Investment LLC held 4,213 shares of Kirby Corp worth $573K as of Q2 2026.
  • Rothschild Investment LLC bought 3,681 Kirby Corp shares in Q2 2026, an estimated $527K.
  • Kirby Corp made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #561 holding.
  • Rothschild Investment LLC first reported a position in Kirby Corp in Q2 2025 and has held it in 5 quarters since.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.