UBS Group
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UBS Group’s Kirby Corp KEX Stock Holding History

UBS Group’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
2017
Q1 		– Sell
-293,500
Closed -$19.5M – 7796
2016
Q4 		$19.5M Sell
293,500
-39,000
-12% -$2.47M 0.01% 1045
2016
Q3 		$20.7M Buy
+332,500
New +$19.1M 0.01% 959

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

UBS Group's KEX Position: Q2 2026 in Review

UBS Group reduced its Kirby Corp (KEX) stake by 36% in Q2 2026, selling an estimated $6M and leaving 74,094 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

UBS Group first reported a position in KEX in Q4 2014 and has held it in 47 quarters since. The position peaked at $22.1M in Q3 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • UBS Group held 74,094 shares of Kirby Corp worth $10.1M as of Q2 2026.
  • UBS Group sold 41,938 Kirby Corp shares in Q2 2026, an estimated $6M.
  • Kirby Corp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3439 holding.
  • UBS Group first reported a position in Kirby Corp in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Kirby Corp position peaked at $22.1M in Q3 2025.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.