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Community Financial Services Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Community Financial Services Group’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 		$24.8K Hold
1,800
– – ﹤0.01% 292
2026
Q1 		$24.8K Buy
+1,800
New +$24.2K ﹤0.01% 231

Other funds holding KYN

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Community Financial Services Group held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 1,800 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Community Financial Services Group first reported a position in KYN in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.8K in Q1 2026. 41 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Community Financial Services Group held 1,800 shares of Kayne Anderson Energy Infrastructure Fund worth $24.8K as of Q2 2026.
  • Community Financial Services Group left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #292 holding.
  • Community Financial Services Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Kayne Anderson Energy Infrastructure Fund position peaked at $24.8K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

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