Bailard
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Bailard’s Kinder Morgan KMI Stock Holding History

Bailard’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$285K Buy
9,447
+17
+0.2% +$539 0.01% 638
2026
Q2 		$301K Hold
9,430
– – 0.01% 639
2026
Q1 		$316K Hold
9,430
– – 0.01% 581
2025
Q4 		$259K Sell
9,430
-36
-0.4% -$973 0.01% 643
2025
Q3 		$268K Buy
9,466
+36
+0.4% +$985 0.01% 661
2025
Q2 		$277K Buy
+9,430
New +$259K 0.01% 623

Other funds holding KMI

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Bailard's KMI Position: Q3 2026 in Review

Bailard increased its Kinder Morgan (KMI) stake by 0.18% in Q3 2026, buying an estimated $539 and bringing the position to 9,447 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #638.

Bailard first reported a position in KMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $316K in Q1 2026. 333 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Bailard held 9,447 shares of Kinder Morgan worth $285K as of Q3 2026.
  • Bailard bought 17 Kinder Morgan shares in Q3 2026, an estimated $539.
  • Kinder Morgan made up 0.01% of Bailard's portfolio in Q3 2026, its #638 holding.
  • Bailard first reported a position in Kinder Morgan in Q2 2025 and has held it in 6 quarters since.
  • Bailard's Kinder Morgan position peaked at $316K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.