Truist Financial

Truist Financial’s Kirby Corp KEX Stock Holding History

Truist Financial’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 Q1	$297K	Buy	+2,236	New	+$283K	﹤0.01%	2404
2024 Q4	–	Sell	-137	Closed	-$16.8K	–	2570
2024 Q3	$16.8K	Sell	137 -8,636	-98%	-$1.03M	﹤0.01%	2474
2024 Q2	$1.05M	Buy	+8,773	New	+$980K	﹤0.01%	1587
2023 Q1	–	Sell	-7,952	Closed	-$512K	–	2626
2022 Q4	$512K	Sell	7,952 -1,091	-12%	-$72.8K	﹤0.01%	1935
2022 Q3	$550K	Buy	9,043 +497	+6%	+$31.8K	﹤0.01%	1777
2022 Q2	$520K	Sell	8,546 -395	-4%	-$25.7K	﹤0.01%	1879
2022 Q1	$645K	Buy	+8,941	New	+$596K	﹤0.01%	1852
2021 Q3	–	Sell	-5,796	Closed	-$351K	–	2772
2021 Q2	$351K	Sell	5,796 -110	-2%	-$7.09K	﹤0.01%	2273
2021 Q1	$356K	Sell	5,906 -3,673	-38%	-$221K	﹤0.01%	2175
2020 Q4	$496K	Buy	9,579 +2,483	+35%	+$113K	﹤0.01%	1848
2020 Q3	$256K	Sell	7,096 -611	-8%	-$26.9K	﹤0.01%	2126
2020 Q2	$413K	Buy	+7,707	New	+$394K	﹤0.01%	1733
2020 Q1	–	Sell	-6,036	Closed	-$541K	–	2493
2019 Q4	$541K	Buy	+6,036	New	+$500K	﹤0.01%	1804

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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