Wealth Enhancement Advisory Services
KEX icon

Wealth Enhancement Advisory Services’s Kirby Corp KEX Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.96M Buy
13,653
+5,469
+67% +$782K ﹤0.01% 1582
2026
Q1 		$1.11M Buy
8,184
+2,198
+37% +$278K ﹤0.01% 1725
2025
Q4 		$709K Buy
5,986
+1,159
+24% +$118K ﹤0.01% 2206
2025
Q3 		$394K Sell
4,827
-6,607
-58% -$664K ﹤0.01% 2559
2025
Q2 		$1.34M Buy
11,434
+3,597
+46% +$377K ﹤0.01% 1579
2025
Q1 		$792K Buy
7,837
+5,277
+206% +$551K ﹤0.01% 1740
2024
Q4 		$271K Buy
2,560
+28
+1% +$3.37K ﹤0.01% 2458
2024
Q3 		$310K Buy
2,532
+655
+35% +$78.1K ﹤0.01% 2156
2024
Q2 		$225K Buy
+1,877
New +$210K ﹤0.01% 2205

Other funds holding KEX

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's KEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Kirby Corp (KEX) stake by 67% in Q2 2026, buying an estimated $782K and bringing the position to 13,653 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Wealth Enhancement Advisory Services first reported a position in KEX in Q2 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,653 shares of Kirby Corp worth $1.96M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,469 Kirby Corp shares in Q2 2026, an estimated $782K.
  • Kirby Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1582 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kirby Corp in Q2 2024 and has held it in 9 quarters since.
  • 82 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.