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Sunrise Financial Services’s Kinder Morgan KMI Stock Holding History

Sunrise Financial Services’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 		$5.12K Hold
160
– – ﹤0.01% 275
2026
Q1 		$5.37K Hold
160
– – ﹤0.01% 277
2025
Q4 		$4.4K Buy
+160
New +$4.32K ﹤0.01% 263

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sunrise Financial Services's KMI Position: Q2 2026 in Review

Sunrise Financial Services held its Kinder Morgan (KMI) position steady in Q2 2026 at 160 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Sunrise Financial Services first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.37K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Sunrise Financial Services held 160 shares of Kinder Morgan worth $5.12K as of Q2 2026.
  • Sunrise Financial Services left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #275 holding.
  • Sunrise Financial Services first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Kinder Morgan position peaked at $5.37K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

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