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

Independent Financial Group’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 Q3	$553K	Hold	40,654	–	–	0.01%	962
2026 Q2	$562K	Sell	40,654 -580	-1%	-$8.03K	0.01%	947
2026 Q1	$589K	Sell	41,234 -658	-2%	-$8.84K	0.01%	854
2025 Q4	$519K	Sell	41,892 -20,000	-32%	-$238K	0.01%	883
2025 Q3	$766K	Sell	61,892 -17,583	-22%	-$217K	0.02%	689
2025 Q2	$1.01M	Buy	79,475 +21,700	+38%	+$262K	0.03%	543
2025 Q1	$741K	Buy	57,775 +28,223	+96%	+$364K	0.03%	569
2024 Q4	$376K	Buy	29,552 +13,878	+89%	+$171K	0.01%	811
2024 Q3	$172K	Hold	15,674	–	–	0.01%	1088
2024 Q2	$162K	Sell	15,674 -271	-2%	-$2.68K	0.01%	1034
2024 Q1	$160K	Buy	15,945 +1,100	+7%	+$9.94K	0.01%	973
2023 Q4	$130K	Buy	+14,845	New	+$124K	0.01%	914
2022 Q4	–	Sell	-12,101	Closed	-$98K	–	800
2022 Q3	$98K	Buy	+12,101	New	+$108K	0.01%	712

Other funds holding KYN

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group's KYN Position: Q3 2026 in Review

Independent Financial Group held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 40,654 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #962.

Independent Financial Group first reported a position in KYN in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2025. 17 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

Independent Financial Group held 40,654 shares of Kayne Anderson Energy Infrastructure Fund worth $553K as of Q3 2026.
Independent Financial Group left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #962 holding.
Independent Financial Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2022 and has held it in 13 quarters since.
Independent Financial Group's Kayne Anderson Energy Infrastructure Fund position peaked at $1.01M in Q2 2025.
17 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.