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Summit Global Investments’s Kirby Corp KEX Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-10,321
Closed -$1.17M – 514
2025
Q2 		$1.17M Buy
10,321
+309
+3% +$32.4K 0.07% 164
2025
Q1 		$1.01M Buy
+10,012
New +$1.05M 0.07% 164

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Summit Global Investments's KEX Position: Q3 2025 in Review

Summit Global Investments sold out of Kirby Corp (KEX) in Q3 2025, closing a stake of 10,321 shares — an estimated $1.17M sold.

Summit Global Investments first reported a position in KEX in Q1 2025 and held it in 2 quarters. The position peaked at $1.17M in Q2 2025. 400 funds tracked by Wall St. Rank hold KEX as of Q3 2025.

  • Summit Global Investments reported no remaining Kirby Corp position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 10,321 Kirby Corp shares in Q3 2025, an estimated $1.17M.
  • Summit Global Investments first reported a position in Kirby Corp in Q1 2025 and held it in 2 quarters.
  • Summit Global Investments's Kirby Corp position peaked at $1.17M in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.