MassMutual Private Wealth & Trust, FSB KEX KIRBY CORP

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  31 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported KIRBY CORP (KEX) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows KEX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in KIRBY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KEX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held KEX — position size vs. price
% of Fund (quarterly)    KEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 200 0% 0.00% $27K 2026-07-02 $129.84
2026 Q1 REDUCED 200 -3 -1.5% 0.00% $27K 2026-04-13 $141.90
2025 Q4 ADDED 203 +36 +21.6% 0.00% $22K 2026-01-07 $123.26
2025 Q3 REDUCED 43.0% +33.1% 167 -126 -43.0% 0.00% $14K 2025-10-22 $85.57
2025 Q2 ADDED 293 +51 +21.1% 0.00% $33K 2025-07-09 $116.57
2025 Q1 ADDED 242 +90 +59.2% 0.00% $24K 2025-04-01 $101.61
2024 Q4 ADDED 152 +72 +90.0% 0.00% $16K 2025-01-16 $111.49
2024 Q3 ADDED 80 +1 +1.3% 0.00% $10K 2024-10-02 $122.67
2024 Q2 ADDED 79 +4 +5.3% 0.00% $9K 2024-07-02 $120.79
2024 Q1 REDUCED 11.8% +27.0% 75 -10 -11.8% 0.00% $7K 2024-04-09 $100.00
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KEX

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% CX Institutional 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and KEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning KEX?

MassMutual Private Wealth & Trust, FSB reported KEX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KEX position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for KEX was 0.00% in 2025 Q2.

What is the latest reported KEX position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $27K.

What does the chart on this KEX ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly KEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their KEX position?

Based on 13F filing dates vs. subsequent KEX price moves, MassMutual Private Wealth & Trust, FSB correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on KEX relative to SPY over the holding period was -9.8%.

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