True Wealth Design
KEX icon

True Wealth Design’s Kirby Corp KEX Stock Holding History

True Wealth Design’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 		$29.9K Buy
228
+47
+26% +$6.49K 0.01% 701
2026
Q2 		$24.6K Buy
181
+113
+166% +$16.2K 0.01% 741
2026
Q1 		$9.04K Buy
68
+40
+143% +$5.07K ﹤0.01% 1003
2025
Q4 		$3.09K Sell
28
-92
-77% -$9.35K ﹤0.01% 1285
2025
Q3 		$10K Sell
120
-254
-68% -$25.5K ﹤0.01% 833
2025
Q2 		$42.4K Buy
374
+308
+467% +$32.3K 0.01% 227
2025
Q1 		$6.67K Buy
66
+49
+288% +$5.11K ﹤0.01% 594
2024
Q4 		$1.8K Sell
17
-69
-80% -$8.32K ﹤0.01% 768
2024
Q3 		$10.5K Buy
+86
New +$10.3K ﹤0.01% 412

Other funds holding KEX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Washington Capital Management
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

True Wealth Design's KEX Position: Q3 2026 in Review

True Wealth Design increased its Kirby Corp (KEX) stake by 26% in Q3 2026, buying an estimated $6.49K and bringing the position to 228 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #701.

True Wealth Design first reported a position in KEX in Q3 2024 and has held it in 9 quarters since. The position peaked at $42.4K in Q2 2025. 58 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

  • True Wealth Design held 228 shares of Kirby Corp worth $29.9K as of Q3 2026.
  • True Wealth Design bought 47 Kirby Corp shares in Q3 2026, an estimated $6.49K.
  • Kirby Corp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #701 holding.
  • True Wealth Design first reported a position in Kirby Corp in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Kirby Corp position peaked at $42.4K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.