SMA Capital’s Kirby Corp KEX Stock Holding History

SMA Capital’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	–	Sell	-36,460	Closed	-$4.84M	–	152
2026 Q1	$4.84M	Buy	36,460 +23,460	+180%	+$2.97M	2.09%	20
2025 Q4	$1.43M	Buy	+13,000	New	+$1.32M	0.69%	40

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 $3.38T AUM 44.17% 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

SMA Capital's KEX Position: Q2 2026 in Review

SMA Capital sold out of Kirby Corp (KEX) in Q2 2026, closing a stake of 36,460 shares — an estimated $4.84M sold.

SMA Capital first reported a position in KEX in Q4 2025 and held it in 2 quarters. The position peaked at $4.84M in Q1 2026. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

SMA Capital reported no remaining Kirby Corp position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 36,460 Kirby Corp shares in Q2 2026, an estimated $4.84M.
SMA Capital first reported a position in Kirby Corp in Q4 2025 and held it in 2 quarters.
SMA Capital's Kirby Corp position peaked at $4.84M in Q1 2026.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.