SWMG LLC
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SWMG LLC’s Kirby Corp KEX Stock Holding History

SWMG LLC’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 		– Sell
-1,399
Closed -$203K – 123
2026
Q2 		$203K Sell
1,399
-492
-26% -$70.4K 0.05% 98
2026
Q1 		$251K Hold
1,891
– – 0.07% 101
2025
Q4 		$231K Sell
1,891
-855
-31% -$86.9K 0.06% 110
2025
Q3 		$236K Buy
2,746
+55
+2% +$5.52K 0.07% 102
2025
Q2 		$325K Buy
+2,691
New +$282K 0.11% 93

Other funds holding KEX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

SWMG LLC's KEX Position: Q3 2026 in Review

SWMG LLC sold out of Kirby Corp (KEX) in Q3 2026, closing a stake of 1,399 shares — an estimated $203K sold.

SWMG LLC first reported a position in KEX in Q2 2025 and held it in 5 quarters. The position peaked at $325K in Q2 2025. 134 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • SWMG LLC reported no remaining Kirby Corp position as of Q3 2026 after selling out during the quarter.
  • SWMG LLC sold 1,399 Kirby Corp shares in Q3 2026, an estimated $203K.
  • SWMG LLC first reported a position in Kirby Corp in Q2 2025 and held it in 5 quarters.
  • SWMG LLC's Kirby Corp position peaked at $325K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.