Smithfield Trust’s Kirby Corp KEX Stock Holding History

Smithfield Trust’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
2025 Q1	–	Sell	-48	Closed	-$5K	–	1060
2024 Q4	$5K	Hold	48	–	–	﹤0.01%	975
2024 Q3	$6K	Buy	+48	New	+$5.72K	﹤0.01%	922
2024 Q2	–	Sell	-120	Closed	-$11K	–	1043
2024 Q1	$11K	Hold	120	–	–	﹤0.01%	823
2023 Q4	$10K	Hold	120	–	–	﹤0.01%	826
2023 Q3	$10K	Hold	120	–	–	﹤0.01%	807
2023 Q2	$9K	Hold	120	–	–	﹤0.01%	839
2023 Q1	$9K	Hold	120	–	–	﹤0.01%	807
2022 Q4	$8K	Hold	120	–	–	﹤0.01%	815
2022 Q3	$8K	Hold	120	–	–	﹤0.01%	812
2022 Q2	$8K	Hold	120	–	–	﹤0.01%	858
2022 Q1	$9K	Hold	120	–	–	﹤0.01%	865
2021 Q4	$8K	Hold	120	–	–	﹤0.01%	902
2021 Q3	$5K	Hold	120	–	–	﹤0.01%	1010
2021 Q2	$7K	Hold	120	–	–	﹤0.01%	910
2021 Q1	$7K	Hold	120	–	–	﹤0.01%	934
2020 Q4	$6K	Hold	120	–	–	﹤0.01%	944
2020 Q3	$4K	Hold	120	–	–	﹤0.01%	970
2020 Q2	$6K	Buy	+120	New	+$6.13K	﹤0.01%	824

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Smithfield Trust's KEX Position: Q1 2025 in Review

Smithfield Trust sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 48 shares — an estimated $5K sold.

Smithfield Trust first reported a position in KEX in Q2 2020 and held it in 18 quarters. The position peaked at $11K in Q1 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Smithfield Trust reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Smithfield Trust sold 48 Kirby Corp shares in Q1 2025, an estimated $5K.
Smithfield Trust first reported a position in Kirby Corp in Q2 2020 and held it in 18 quarters.
Smithfield Trust's Kirby Corp position peaked at $11K in Q1 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Smithfield Trust's 13F filing for Q1 2025, filed 9 May 2025.