Atala Financial’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Atala Financial’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434K	Sell	31,375 -211	-0.7%	-$2.92K	0.26%	79
2026 Q1	$438K	Hold	31,586	–	–	0.29%	76
2025 Q4	$391K	Hold	31,586	–	–	0.25%	81
2025 Q3	$391K	Hold	31,586	–	–	0.24%	78
2025 Q2	$402K	Sell	31,586 -3,750	-11%	-$45.2K	0.28%	74
2025 Q1	$453K	Sell	35,336 -2,365	-6%	-$30.5K	0.33%	70
2024 Q4	$479K	Buy	+37,701	New	+$465K	0.34%	66

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atala Financial's KYN Position: Q2 2026 in Review

Atala Financial reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.67% in Q2 2026, selling an estimated $2.92K and leaving 31,375 shares worth $434K. The position accounts for 0.26% of the portfolio, ranked #79.

Atala Financial first reported a position in KYN in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q4 2024. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Atala Financial held 31,375 shares of Kayne Anderson Energy Infrastructure Fund worth $434K as of Q2 2026.
Atala Financial sold 211 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $2.92K.
Kayne Anderson Energy Infrastructure Fund made up 0.26% of Atala Financial's portfolio in Q2 2026, its #79 holding.
Atala Financial first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Kayne Anderson Energy Infrastructure Fund position peaked at $479K in Q4 2024.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.