Sowell Financial Services
KEX icon

Sowell Financial Services’s Kirby Corp KEX Stock Holding History

Sowell Financial Services’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
Q3 		$314K Buy
2,391
+600
+34% +$82.8K 0.01% 892
2026
Q2 		$244K Buy
1,791
+111
+7% +$15.9K 0.01% 970
2026
Q1 		$223K Buy
+1,680
New +$213K 0.01% 976
2020
Q3 		– Sell
-20
Closed -$1K – 2626
2020
Q2 		$1K Hold
20
– – ﹤0.01% 2325
2020
Q1 		$1K Sell
20
-5,300
-100% -$361K ﹤0.01% 2268
2019
Q4 		$476K Buy
5,320
+5,282
+13,900% +$438K 0.04% 466
2019
Q3 		$3K Buy
+38
New +$2.91K ﹤0.01% 1940

Other funds holding KEX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Washington Capital Management
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

Sowell Financial Services's KEX Position: Q3 2026 in Review

Sowell Financial Services increased its Kirby Corp (KEX) stake by 34% in Q3 2026, buying an estimated $82.8K and bringing the position to 2,391 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #892.

Sowell Financial Services first reported a position in KEX in Q3 2019 and has held it in 7 quarters since. The position peaked at $476K in Q4 2019. 56 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • Sowell Financial Services held 2,391 shares of Kirby Corp worth $314K as of Q3 2026.
  • Sowell Financial Services bought 600 Kirby Corp shares in Q3 2026, an estimated $82.8K.
  • Kirby Corp made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #892 holding.
  • Sowell Financial Services first reported a position in Kirby Corp in Q3 2019 and has held it in 7 quarters since.
  • Sowell Financial Services's Kirby Corp position peaked at $476K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.