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Sun Financial’s Kinder Morgan KMI Stock Holding History

Sun Financial’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 		$324K Buy
10,323
+71
+0.7% +$2.29K 0.15% 117
2026
Q1 		$342K Sell
10,252
-723
-7% -$22.6K 0.17% 115
2025
Q4 		$302K Buy
+10,975
New +$296K 0.17% 129

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sun Financial's KMI Position: Q2 2026 in Review

Sun Financial increased its Kinder Morgan (KMI) stake by 0.69% in Q2 2026, buying an estimated $2.29K and bringing the position to 10,323 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #117.

Sun Financial first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q1 2026. 1,841 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Sun Financial held 10,323 shares of Kinder Morgan worth $324K as of Q2 2026.
  • Sun Financial bought 71 Kinder Morgan shares in Q2 2026, an estimated $2.29K.
  • Kinder Morgan made up 0.15% of Sun Financial's portfolio in Q2 2026, its #117 holding.
  • Sun Financial first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Kinder Morgan position peaked at $342K in Q1 2026.
  • 1,841 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.