SFA
KMI icon

Sequoia Financial Advisors’s Kinder Morgan KMI Stock Holding History

Sequoia Financial Advisors’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Buy
330,455
+13,130
+4% +$423K 0.05% 218
2026
Q1 		$10.6M Buy
317,325
+87,040
+38% +$2.72M 0.06% 198
2025
Q4 		$6.33M Buy
230,285
+175
+0.1% +$4.73K 0.04% 277
2025
Q3 		$6.51M Buy
230,110
+30,205
+15% +$827K 0.04% 262
2025
Q2 		$5.88M Buy
199,905
+20,501
+11% +$563K 0.04% 259
2025
Q1 		$5.12M Buy
179,404
+1,546
+0.9% +$42.8K 0.04% 267
2024
Q4 		$4.87M Buy
177,858
+6,115
+4% +$159K 0.05% 258
2024
Q3 		$3.79M Buy
171,743
+129,418
+306% +$2.73M 0.04% 253
2024
Q2 		$841K Buy
42,325
+1,330
+3% +$25.4K 0.01% 524
2024
Q1 		$752K Buy
40,995
+7,731
+23% +$135K 0.01% 560
2023
Q4 		$587K Buy
33,264
+12,656
+61% +$216K 0.01% 690
2023
Q3 		$342K Sell
20,608
-3,715
-15% -$64K 0.01% 642
2023
Q2 		$419K Buy
24,323
+9,693
+66% +$165K 0.01% 584
2023
Q1 		$256K Sell
14,630
-2,021
-12% -$35.9K 0.01% 680
2022
Q4 		$301K Buy
16,651
+3,042
+22% +$54.7K 0.01% 581
2022
Q3 		$226K Buy
13,609
+1,090
+9% +$19.4K 0.01% 460
2022
Q2 		$210K Sell
12,519
-1,378
-10% -$25.8K 0.01% 537
2022
Q1 		$263K Buy
+13,897
New +$245K 0.01% 540
2020
Q2 		– Sell
-11,112
Closed -$155K – 387
2020
Q1 		$155K Buy
11,112
+1,000
+10% +$19K 0.01% 335
2019
Q4 		$214K Buy
+10,112
New +$205K 0.01% 354
2019
Q3 		– Sell
-9,861
Closed -$206K – 373
2019
Q2 		$206K Buy
+9,861
New +$199K 0.02% 347
2015
Q4 		– Sell
-12,909
Closed -$357K – 181
2015
Q3 		$357K Sell
12,909
-674
-5% -$22.3K 0.16% 104
2015
Q2 		$521K Sell
13,583
-2,191
-14% -$91.5K 0.22% 89
2015
Q1 		$663K Buy
15,774
+184
+1% +$7.62K 0.3% 80
2014
Q4 		$660K Buy
+15,590
New +$614K 0.45% 55

Other funds holding KMI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Sequoia Financial Advisors's KMI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Kinder Morgan (KMI) stake by 4.1% in Q2 2026, buying an estimated $423K and bringing the position to 330,455 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #218.

Sequoia Financial Advisors first reported a position in KMI in Q4 2014 and has held it in 25 quarters since. The position peaked at $10.6M in Q1 2026. 282 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Sequoia Financial Advisors held 330,455 shares of Kinder Morgan worth $10.6M as of Q2 2026.
  • Sequoia Financial Advisors bought 13,130 Kinder Morgan shares in Q2 2026, an estimated $423K.
  • Kinder Morgan made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #218 holding.
  • Sequoia Financial Advisors first reported a position in Kinder Morgan in Q4 2014 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's Kinder Morgan position peaked at $10.6M in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.