Focus Partners Wealth
KYN icon

Focus Partners Wealth’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Focus Partners Wealth’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 		$777K Sell
56,149
-3,614
-6% -$50K ﹤0.01% 1743
2026
Q1 		$853K Sell
59,763
-10,719
-15% -$144K ﹤0.01% 1688
2025
Q4 		$873K Buy
+70,482
New +$840K ﹤0.01% 1689

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth's KYN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 6% in Q2 2026, selling an estimated $50K and leaving 56,149 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Focus Partners Wealth first reported a position in KYN in Q4 2025 and has held it in 3 quarters since. The position peaked at $873K in Q4 2025. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Focus Partners Wealth held 56,149 shares of Kayne Anderson Energy Infrastructure Fund worth $777K as of Q2 2026.
  • Focus Partners Wealth sold 3,614 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $50K.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1743 holding.
  • Focus Partners Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $873K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.