Sequoia Financial Advisors’s Kirby Corp KEX Stock Holding History

Sequoia Financial 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 Q2	$636K	Buy	4,679 +357	+8%	+$51.1K	﹤0.01%	1182
2026 Q1	$574K	Sell	4,322 -1,284	-23%	-$163K	﹤0.01%	1191
2025 Q4	$618K	Buy	+5,606	New	+$570K	﹤0.01%	1156
2025 Q3	–	Sell	-2,601	Closed	-$295K	–	1780
2025 Q2	$295K	Sell	2,601 -19,770	-88%	-$2.07M	﹤0.01%	1271
2025 Q1	$2.26M	Sell	22,371 -175	-0.8%	-$18.3K	0.02%	403
2024 Q4	$2.39M	Buy	22,546 +23	+0.1%	+$2.77K	0.02%	368
2024 Q3	$2.76M	Buy	22,523 +56	+0.2%	+$6.68K	0.03%	307
2024 Q2	$2.69M	Buy	+22,467	New	+$2.51M	0.03%	272

Other funds holding KEX

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Sequoia Financial Advisors's KEX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Kirby Corp (KEX) stake by 8.3% in Q2 2026, buying an estimated $51.1K and bringing the position to 4,679 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Sequoia Financial Advisors first reported a position in KEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q3 2024. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Sequoia Financial Advisors held 4,679 shares of Kirby Corp worth $636K as of Q2 2026.
Sequoia Financial Advisors bought 357 Kirby Corp shares in Q2 2026, an estimated $51.1K.
Kirby Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1182 holding.
Sequoia Financial Advisors first reported a position in Kirby Corp in Q2 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's Kirby Corp position peaked at $2.76M in Q3 2024.
465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.