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

Larson 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	$5.25K	Hold	386	–	–	﹤0.01%	2835
2026 Q2	$5.34K	Hold	386	–	–	﹤0.01%	2742
2026 Q1	$5.51K	Hold	386	–	–	﹤0.01%	2557
2025 Q4	$4.78K	Hold	386	–	–	﹤0.01%	2475
2025 Q3	$4.78K	Hold	386	–	–	﹤0.01%	2368
2025 Q2	$4.91K	Hold	386	–	–	﹤0.01%	2077
2025 Q1	$4.95K	Sell	386 -12,710	-97%	-$164K	﹤0.01%	1884
2024 Q4	$166K	Buy	13,096 +386	+3%	+$4.76K	0.01%	611
2024 Q3	$140K	Buy	+12,710	New	+$135K	0.01%	657

Other funds holding KYN

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

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

Larson Financial Group held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 386 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Larson Financial Group first reported a position in KYN in Q3 2024 and has held it in 9 quarters since. The position peaked at $166K in Q4 2024. 184 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

Larson Financial Group held 386 shares of Kayne Anderson Energy Infrastructure Fund worth $5.25K as of Q3 2026.
Larson 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 Larson Financial Group's portfolio in Q3 2026, its #2835 holding.
Larson Financial Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2024 and has held it in 9 quarters since.
Larson Financial Group's Kayne Anderson Energy Infrastructure Fund position peaked at $166K in Q4 2024.
184 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.