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Wealthspire Advisors (New York)’s Kirby Corp KEX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-248
Closed -$20.7K – 2006
2025
Q3 		$20.7K Buy
+248
New +$24.9K ﹤0.01% 1669

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Goldman Sachs
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s KEX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 248 shares — an estimated $20.7K sold.

Wealthspire Advisors (New York) first reported a position in KEX in Q3 2025 and held it in 1 quarter. The position peaked at $20.7K in Q3 2025. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 248 Kirby Corp shares in Q4 2025, an estimated $20.7K.
  • Wealthspire Advisors (New York) first reported a position in Kirby Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Kirby Corp position peaked at $20.7K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.