Shufro Rose & Co’s Kirby Corp KEX Stock Holding History

Shufro Rose & Co’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	–	Sell	-7,200	Closed	-$979K	–	230
2026 Q2	$979K	Hold	7,200	–	–	0.06%	128
2026 Q1	$957K	Hold	7,200	–	–	0.07%	127
2025 Q4	$793K	Hold	7,200	–	–	0.05%	136
2025 Q3	$601K	Hold	7,200	–	–	0.05%	157
2025 Q2	$727K	Hold	7,200	–	–	0.06%	137
2025 Q1	$727K	Hold	7,200	–	–	0.06%	141
2024 Q4	$762K	Hold	7,200	–	–	0.06%	131
2024 Q3	$862K	Hold	7,200	–	–	0.07%	124
2024 Q2	$862K	Hold	7,200	–	–	0.07%	124
2024 Q1	$686K	Hold	7,200	–	–	0.06%	133
2023 Q4	$596K	Hold	7,200	–	–	0.06%	142
2023 Q3	$596K	Hold	7,200	–	–	0.06%	142
2023 Q2	$554K	Hold	7,200	–	–	0.05%	156
2023 Q1	$502K	Hold	7,200	–	–	0.05%	172
2022 Q4	$463K	Hold	7,200	–	–	0.04%	179
2022 Q3	$438K	Hold	7,200	–	–	0.04%	177
2022 Q2	$438K	Hold	7,200	–	–	0.04%	184
2022 Q1	$520K	Hold	7,200	–	–	0.04%	177
2021 Q4	$428K	Hold	7,200	–	–	0.03%	196
2021 Q3	$345K	Hold	7,200	–	–	0.03%	208
2021 Q2	$437K	Hold	7,200	–	–	0.03%	183
2021 Q1	$434K	Hold	7,200	–	–	0.03%	173
2020 Q4	$373K	Buy	+7,200	New	+$328K	0.03%	184

Other funds holding KEX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Shufro Rose & Co's KEX Position: Q3 2026 in Review

Shufro Rose & Co sold out of Kirby Corp (KEX) in Q3 2026, closing a stake of 7,200 shares — an estimated $979K sold.

Shufro Rose & Co first reported a position in KEX in Q4 2020 and held it in 23 quarters. The position peaked at $979K in Q2 2026. 314 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

Shufro Rose & Co reported no remaining Kirby Corp position as of Q3 2026 after selling out during the quarter.
Shufro Rose & Co sold 7,200 Kirby Corp shares in Q3 2026, an estimated $979K.
Shufro Rose & Co first reported a position in Kirby Corp in Q4 2020 and held it in 23 quarters.
Shufro Rose & Co's Kirby Corp position peaked at $979K in Q2 2026.
314 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.