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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Twin Peaks Wealth Advisors's KEX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Kirby Corp (KEX) in Q1 2026: 8 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in KEX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in KEX in Q2 2025 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Twin Peaks Wealth Advisors held 8 shares of Kirby Corp worth $1.06K as of Q1 2026.
Kirby Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
Kirby Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1886 holding.
Twin Peaks Wealth Advisors first reported a position in Kirby Corp in Q2 2025 and has held it in 2 quarters since.
432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.