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

Convergence 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
2025
Q4 		– Sell
-13,538
Closed -$167K – 197
2025
Q3 		$167K Buy
+13,538
New +$167K 0.03% 187

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
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
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Convergence Financial's KYN Position: Q4 2025 in Review

Convergence Financial sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2025, closing a stake of 13,538 shares — an estimated $167K sold.

Convergence Financial first reported a position in KYN in Q3 2025 and held it in 1 quarter. The position peaked at $167K in Q3 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q4 2025.

  • Convergence Financial reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
  • Convergence Financial sold 13,538 Kayne Anderson Energy Infrastructure Fund shares in Q4 2025, an estimated $167K.
  • Convergence Financial first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2025 and held it in 1 quarter.
  • Convergence Financial's Kayne Anderson Energy Infrastructure Fund position peaked at $167K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2025.

Based on Convergence Financial's 13F filing for Q4 2025, filed 11 Feb 2026.