Kingswood Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Kingswood Wealth Advisors’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	$266K	Buy	+19,209	New	+$266K	0.01%	832

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

Kingswood Wealth Advisors's KYN Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026: 19,209 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings.

263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Kingswood Wealth Advisors held 19,209 shares of Kayne Anderson Energy Infrastructure Fund worth $266K as of Q2 2026.
Kayne Anderson Energy Infrastructure Fund was a new Kingswood Wealth Advisors position in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #832 holding.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.