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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atala Financial's KYN Position: Q1 2026 in Review

Atala Financial held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 31,586 shares worth $438K. The position accounts for 0.29% of the portfolio, ranked #76.

Atala Financial first reported a position in KYN in Q4 2024 and has held it in 6 quarters since. The position peaked at $479K in Q4 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Atala Financial held 31,586 shares of Kayne Anderson Energy Infrastructure Fund worth $438K as of Q1 2026.
Atala Financial left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.29% of Atala Financial's portfolio in Q1 2026, its #76 holding.
Atala Financial first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and has held it in 6 quarters since.
Atala Financial's Kayne Anderson Energy Infrastructure Fund position peaked at $479K in Q4 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.