Smartleaf Asset Management’s Kirby Corp KEX Stock Holding History

Smartleaf Asset 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	$47K	Buy	350 +44	+14%	+$5.57K	﹤0.01%	1486
2025 Q4	$34K	Buy	306 +258	+538%	+$26.2K	﹤0.01%	1741
2025 Q3	$4.05K	Buy	48 +16	+50%	+$1.61K	﹤0.01%	2441
2025 Q2	$3.68K	Sell	32 -54	-63%	-$5.67K	﹤0.01%	2142
2025 Q1	$8.65K	Sell	86 -101	-54%	-$10.5K	﹤0.01%	1983
2024 Q4	$19.8K	Buy	187 +12	+7%	+$1.45K	﹤0.01%	1642
2024 Q3	$21.9K	Buy	175 +46	+36%	+$5.49K	﹤0.01%	1293
2024 Q2	$15.5K	Buy	129 +93	+258%	+$10.4K	﹤0.01%	1156
2024 Q1	$3.42K	Buy	+36	New	+$3.04K	﹤0.01%	1346

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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