HPBT
KYN icon

Hickory Point Bank & Trust’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Hickory Point Bank & Trust’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 		$501K Sell
36,250
-8,500
-19% -$118K 0.3% 64
2026
Q1 		$639K Buy
44,750
+17,700
+65% +$238K 0.42% 49
2025
Q4 		$335K Hold
27,050
– – 0.24% 92
2025
Q3 		$335K Hold
27,050
– – 0.25% 93
2025
Q2 		$344K Buy
27,050
+2,450
+10% +$29.5K 0.28% 85
2025
Q1 		$316K Sell
24,600
-750
-3% -$9.68K 0.28% 90
2024
Q4 		$322K Buy
+25,350
New +$313K 0.29% 90

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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Hickory Point Bank & Trust's KYN Position: Q2 2026 in Review

Hickory Point Bank & Trust reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 19% in Q2 2026, selling an estimated $118K and leaving 36,250 shares worth $501K. The position accounts for 0.3% of the portfolio, ranked #64.

Hickory Point Bank & Trust first reported a position in KYN in Q4 2024 and has held it in 7 quarters since. The position peaked at $639K in Q1 2026. 34 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Hickory Point Bank & Trust held 36,250 shares of Kayne Anderson Energy Infrastructure Fund worth $501K as of Q2 2026.
  • Hickory Point Bank & Trust sold 8,500 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $118K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.3% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #64 holding.
  • Hickory Point Bank & Trust first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
  • Hickory Point Bank & Trust's Kayne Anderson Energy Infrastructure Fund position peaked at $639K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.