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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
Q2 		$845K Sell
6,217
-203
-3% -$29K 0.03% 476
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 $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 $3.37T AUM 44.26% 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

Simplicity Wealth's KEX Position: Q2 2026 in Review

Simplicity Wealth reduced its Kirby Corp (KEX) stake by 3.2% in Q2 2026, selling an estimated $29K and leaving 6,217 shares worth $845K. The position accounts for 0.03% of the portfolio, ranked #476.

Simplicity Wealth first reported a position in KEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Simplicity Wealth held 6,217 shares of Kirby Corp worth $845K as of Q2 2026.
  • Simplicity Wealth sold 203 Kirby Corp shares in Q2 2026, an estimated $29K.
  • Kirby Corp made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #476 holding.
  • Simplicity Wealth first reported a position in Kirby Corp in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Kirby Corp position peaked at $1.04M in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.