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 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

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

COLIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Independent Financial Group reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1.4% in Q2 2026, selling an estimated $8.03K and leaving 40,654 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #947.

Independent Financial Group first reported a position in KYN in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2025. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Independent Financial Group held 40,654 shares of Kayne Anderson Energy Infrastructure Fund worth $562K as of Q2 2026.
Independent Financial Group sold 580 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $8.03K.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #947 holding.
Independent Financial Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2022 and has held it in 12 quarters since.
Independent Financial Group's Kayne Anderson Energy Infrastructure Fund position peaked at $1.01M in Q2 2025.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

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