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

JSF Financial’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	$157K	Buy	11,326 +181	+2%	+$2.51K	0.02%	140
2026 Q1	$159K	Sell	11,145 -22	-0.2%	-$296	0.03%	125
2025 Q4	$138K	Buy	11,167 +192	+2%	+$2.29K	0.03%	131
2025 Q3	$136K	Buy	10,975 +180	+2%	+$2.22K	0.03%	127
2025 Q2	$137K	Buy	10,795 +180	+2%	+$2.17K	0.03%	127
2025 Q1	$136K	Buy	10,615 +167	+2%	+$2.15K	0.04%	119
2024 Q4	$133K	Buy	10,448 +284	+3%	+$3.5K	0.04%	120
2024 Q3	$112K	Buy	+10,164	New	+$108K	0.03%	115
2020 Q1	–	Sell	-10,557	Closed	-$147K	–	67
2019 Q4	$147K	Sell	10,557 -21,002	-67%	-$280K	0.15%	67
2019 Q3	$456K	Sell	31,559 -3,776	-11%	-$56K	0.5%	35
2019 Q2	$541K	Sell	35,335 -748	-2%	-$11.7K	0.59%	30
2019 Q1	$578K	Sell	36,083 -33	-0.1%	-$518	0.64%	20
2018 Q4	$497K	Buy	+36,116	New	+$578K	0.51%	24

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

JSF Financial's KYN Position: Q2 2026 in Review

JSF Financial increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1.6% in Q2 2026, buying an estimated $2.51K and bringing the position to 11,326 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #140.

JSF Financial first reported a position in KYN in Q4 2018 and has held it in 13 quarters since. The position peaked at $578K in Q1 2019. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

JSF Financial held 11,326 shares of Kayne Anderson Energy Infrastructure Fund worth $157K as of Q2 2026.
JSF Financial bought 181 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $2.51K.
Kayne Anderson Energy Infrastructure Fund made up 0.02% of JSF Financial's portfolio in Q2 2026, its #140 holding.
JSF Financial first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2018 and has held it in 13 quarters since.
JSF Financial's Kayne Anderson Energy Infrastructure Fund position peaked at $578K in Q1 2019.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.