Community Financial Services Group’s Kinder Morgan KMI Stock Holding History

Community Financial Services Group’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 Q2	$2.05M	Buy	64,641 +4,294	+7%	+$138K	0.3%	60
2026 Q1	$1.98M	Sell	60,347 -61	-0.1%	-$1.91K	0.35%	57
2025 Q4	$1.66M	Buy	60,408 +974	+2%	+$26.3K	0.3%	58
2025 Q3	$1.68M	Buy	+59,434	New	+$1.63M	0.31%	59
2013 Q4	–	Sell	-338	Closed	-$12K	–	131
2013 Q3	$12K	Buy	+338	New	+$12.7K	0.01%	177

Other funds holding KMI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Community Financial Services Group's KMI Position: Q2 2026 in Review

Community Financial Services Group increased its Kinder Morgan (KMI) stake by 7.1% in Q2 2026, buying an estimated $138K and bringing the position to 64,641 shares worth $2.05M. The position accounts for 0.3% of the portfolio, ranked #60.

Community Financial Services Group first reported a position in KMI in Q3 2013 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Community Financial Services Group held 64,641 shares of Kinder Morgan worth $2.05M as of Q2 2026.
Community Financial Services Group bought 4,294 Kinder Morgan shares in Q2 2026, an estimated $138K.
Kinder Morgan made up 0.3% of Community Financial Services Group's portfolio in Q2 2026, its #60 holding.
Community Financial Services Group first reported a position in Kinder Morgan in Q3 2013 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.