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SHP Wealth Management’s Kirby Corp KEX Stock Holding History

SHP Wealth Management’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
Q1 		$399 Buy
+3
New +$380 ﹤0.01% 1662

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VPM
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Dimensional Fund Advisors
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VCM
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SHP Wealth Management's KEX Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Kirby Corp (KEX) in Q1 2026: 3 shares worth $399. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings.

434 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • SHP Wealth Management held 3 shares of Kirby Corp worth $399 as of Q1 2026.
  • Kirby Corp was a new SHP Wealth Management position in Q1 2026.
  • Kirby Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1662 holding.
  • 434 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.