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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
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% +$5.53K 0.07% 102
2025
Q2 		$325K Buy
+2,691
New +$282K 0.11% 93

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

SWMG LLC's KEX Position: Q2 2026 in Review

SWMG LLC reduced its Kirby Corp (KEX) stake by 26% in Q2 2026, selling an estimated $70.4K and leaving 1,399 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #98.

SWMG LLC first reported a position in KEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $325K in Q2 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • SWMG LLC held 1,399 shares of Kirby Corp worth $203K as of Q2 2026.
  • SWMG LLC sold 492 Kirby Corp shares in Q2 2026, an estimated $70.4K.
  • Kirby Corp made up 0.05% of SWMG LLC's portfolio in Q2 2026, its #98 holding.
  • SWMG LLC first reported a position in Kirby Corp in Q2 2025 and has held it in 5 quarters since.
  • SWMG LLC's Kirby Corp position peaked at $325K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.