Garton & Associates Financial Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Garton & Associates Financial Advisors’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 Q1	–	Sell	-647	Closed	-$8.01K	–	431
2025 Q4	$8.01K	Buy	+647	New	+$7.71K	﹤0.01%	889

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's KYN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2026, closing a stake of 647 shares — an estimated $8.01K sold.

Garton & Associates Financial Advisors first reported a position in KYN in Q4 2025 and held it in 1 quarter. The position peaked at $8.01K in Q4 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 647 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $8.01K.
Garton & Associates Financial Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $8.01K in Q4 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.