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SPIA
Steward Partners Investment Advisory’s
Kirby Corp
KEX
Stock Holding History
Steward Partners Investment Advisory’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
$15.3K
Sell
115
-1
-0.9%
-$127
﹤0.01%
3362
2025
Q4
$12.8K
Hold
116
–
–
﹤0.01%
3333
2025
Q3
$9.68K
Hold
116
–
–
﹤0.01%
3419
2025
Q2
$13.2K
Buy
116
+1
+0.9%
+$105
﹤0.01%
3091
2025
Q1
$11.6K
Hold
115
–
–
﹤0.01%
3021
2024
Q4
$12.2K
Hold
115
–
–
﹤0.01%
3014
2024
Q3
$14.1K
Hold
115
–
–
﹤0.01%
2812
2024
Q2
$13.8K
Hold
115
–
–
﹤0.01%
2672
2024
Q1
$11K
Hold
115
–
–
﹤0.01%
2777
2023
Q4
$9.03K
Buy
+115
New
+$8.99K
﹤0.01%
2748
2021
Q1
–
Sell
-31
Closed
-$2K
–
3461
2020
Q4
$2K
Buy
+31
New
+$1.41K
﹤0.01%
2711
2018
Q4
–
Sell
-50
Closed
-$4K
–
1500
2018
Q3
$4K
Buy
+50
New
+$4.19K
﹤0.01%
2200
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Luther King Capital Management (LKCM)
Fort Worth, Texas
$23.1B AUM
21.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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