Summit Trail Advisors’s Kirby Corp KEX Stock Holding History

Summit Trail Advisors’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	$1.62M	Buy	11,930 +3,658	+44%	+$523K	0.02%	741
2026 Q1	$1.1M	Sell	8,272 -5,464	-40%	-$692K	0.02%	893
2025 Q4	$1.51M	Sell	13,736 -209	-1%	-$21.2K	0.03%	585
2025 Q3	$1.16M	Buy	13,945 +7,939	+132%	+$798K	0.02%	741
2025 Q2	$681K	Buy	+6,006	New	+$630K	0.01%	612
2018 Q1	–	Sell	-47	Closed	-$4K	–	1091
2017 Q4	$4K	Buy	+47	New	+$3.08K	﹤0.01%	1472

Other funds holding KEX

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Summit Trail Advisors's KEX Position: Q2 2026 in Review

Summit Trail Advisors increased its Kirby Corp (KEX) stake by 44% in Q2 2026, buying an estimated $523K and bringing the position to 11,930 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #741.

Summit Trail Advisors first reported a position in KEX in Q4 2017 and has held it in 6 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Summit Trail Advisors held 11,930 shares of Kirby Corp worth $1.62M as of Q2 2026.
Summit Trail Advisors bought 3,658 Kirby Corp shares in Q2 2026, an estimated $523K.
Kirby Corp made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #741 holding.
Summit Trail Advisors first reported a position in Kirby Corp in Q4 2017 and has held it in 6 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.