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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
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

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

Sowell Financial Services's KEX Position: Q2 2026 in Review

Sowell Financial Services increased its Kirby Corp (KEX) stake by 6.6% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,791 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #970.

Sowell Financial Services first reported a position in KEX in Q3 2019 and has held it in 6 quarters since. The position peaked at $476K in Q4 2019. 466 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Sowell Financial Services held 1,791 shares of Kirby Corp worth $244K as of Q2 2026.
  • Sowell Financial Services bought 111 Kirby Corp shares in Q2 2026, an estimated $15.9K.
  • Kirby Corp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #970 holding.
  • Sowell Financial Services first reported a position in Kirby Corp in Q3 2019 and has held it in 6 quarters since.
  • Sowell Financial Services's Kirby Corp position peaked at $476K in Q4 2019.
  • 466 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.