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Independent Financial Group’s Kinder Morgan KMI Stock Holding History

Independent Financial Group’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
32,046
+5,042
+19% +$163K 0.02% 678
2026
Q1 		$905K Buy
27,004
+315
+1% +$9.84K 0.02% 665
2025
Q4 		$734K Sell
26,689
-2,575
-9% -$69.6K 0.02% 738
2025
Q3 		$828K Buy
29,264
+1,006
+4% +$27.5K 0.02% 664
2025
Q2 		$831K Sell
28,258
-578
-2% -$15.9K 0.02% 602
2025
Q1 		$823K Sell
28,836
-25,739
-47% -$713K 0.03% 537
2024
Q4 		$1.5M Buy
54,575
+25,891
+90% +$675K 0.05% 367
2024
Q3 		$634K Buy
28,684
+783
+3% +$16.5K 0.02% 578
2024
Q2 		$554K Sell
27,901
-3,485
-11% -$66.5K 0.02% 572
2024
Q1 		$576K Sell
31,386
-2,210
-7% -$38.6K 0.03% 543
2023
Q4 		$593K Sell
33,596
-746
-2% -$12.7K 0.03% 510
2023
Q3 		$569K Sell
34,342
-3,973
-10% -$68.5K 0.04% 454
2023
Q2 		$660K Buy
38,315
+559
+1% +$9.49K 0.05% 407
2023
Q1 		$661K Buy
37,756
+2,278
+6% +$40.5K 0.05% 385
2022
Q4 		$641K Buy
35,478
+3,113
+10% +$56K 0.06% 356
2022
Q3 		$539K Sell
32,365
-62,782
-66% -$1.12M 0.05% 377
2022
Q2 		$1.59M Buy
95,147
+6,091
+7% +$114K 0.17% 146
2022
Q1 		$1.68M Buy
89,056
+56,321
+172% +$991K 0.14% 152
2021
Q4 		$519K Sell
32,735
-20,142
-38% -$335K 0.04% 413
2021
Q3 		$885K Sell
52,877
-612
-1% -$10.4K 0.09% 241
2021
Q2 		$975K Buy
53,489
+23,368
+78% +$417K 0.1% 220
2021
Q1 		$502K Sell
30,121
-2,302
-7% -$35.2K 0.06% 333
2020
Q4 		$443K Buy
32,423
+7,984
+33% +$107K 0.07% 332
2020
Q3 		$301K Buy
24,439
+8,650
+55% +$121K 0.06% 347
2020
Q2 		$240K Buy
15,789
+216
+1% +$3.28K 0.05% 371
2020
Q1 		$217K Buy
+15,573
New +$296K 0.06% 318

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's KMI Position: Q2 2026 in Review

Independent Financial Group increased its Kinder Morgan (KMI) stake by 19% in Q2 2026, buying an estimated $163K and bringing the position to 32,046 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #678.

Independent Financial Group first reported a position in KMI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.68M in Q1 2022. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Independent Financial Group held 32,046 shares of Kinder Morgan worth $1.02M as of Q2 2026.
  • Independent Financial Group bought 5,042 Kinder Morgan shares in Q2 2026, an estimated $163K.
  • Kinder Morgan made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #678 holding.
  • Independent Financial Group first reported a position in Kinder Morgan in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Kinder Morgan position peaked at $1.68M in Q1 2022.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.