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Twin Peaks Wealth Advisors’s Kirby Corp KEX Stock Holding History

Twin Peaks Wealth 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 		– Sell
-8
Closed -$1.06K – 1267
2026
Q1 		$1.06K Buy
+8
New +$1.01K ﹤0.01% 1886
2025
Q3 		– Sell
-1
Closed -$99 – 1201
2025
Q2 		$99 Buy
+1
New +$105 ﹤0.01% 2118

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

Twin Peaks Wealth Advisors's KEX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Kirby Corp (KEX) in Q2 2026, closing a stake of 8 shares — an estimated $1.06K sold.

Twin Peaks Wealth Advisors first reported a position in KEX in Q2 2025 and held it in 2 quarters. The position peaked at $1.06K in Q1 2026. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Kirby Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 8 Kirby Corp shares in Q2 2026, an estimated $1.06K.
  • Twin Peaks Wealth Advisors first reported a position in Kirby Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Kirby Corp position peaked at $1.06K in Q1 2026.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.