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Simplicity Wealth’s Kirby Corp KEX Stock Holding History

Simplicity Wealth’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 		$853K Buy
6,420
+31
+0.5% +$3.93K 0.05% 326
2025
Q4 		$704K Sell
6,389
-2,765
-30% -$281K 0.04% 355
2025
Q3 		$764K Sell
9,154
-50
-0.5% -$5.02K 0.04% 355
2025
Q2 		$1.04M Buy
9,204
+1,885
+26% +$198K 0.04% 323
2025
Q1 		$739K Buy
7,319
+1,172
+19% +$122K 0.06% 284
2024
Q4 		$650K Buy
6,147
+37
+0.6% +$4.46K 0.14% 134
2024
Q3 		$748K Buy
6,110
+24
+0.4% +$2.86K 0.07% 232
2024
Q2 		$729K Buy
6,086
+372
+7% +$41.6K 0.02% 624
2024
Q1 		$545K Buy
+5,714
New +$482K 0.01% 701

Other funds holding KEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $23.1B AUM 21.31% 1-Year Est. Return

Simplicity Wealth's KEX Position: Q1 2026 in Review

Simplicity Wealth increased its Kirby Corp (KEX) stake by 0.49% in Q1 2026, buying an estimated $3.93K and bringing the position to 6,420 shares worth $853K. The position accounts for 0.05% of the portfolio, ranked #326.

Simplicity Wealth first reported a position in KEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2025. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Simplicity Wealth held 6,420 shares of Kirby Corp worth $853K as of Q1 2026.
  • Simplicity Wealth bought 31 Kirby Corp shares in Q1 2026, an estimated $3.93K.
  • Kirby Corp made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #326 holding.
  • Simplicity Wealth first reported a position in Kirby Corp in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Kirby Corp position peaked at $1.04M in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.