Tanglewood Legacy Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Tanglewood Legacy 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 Q1	$47.7K	Hold	3,338	–	–	0.02%	164
2025 Q4	$41.3K	Hold	3,338	–	–	0.02%	174
2025 Q3	$41.3K	Hold	3,338	–	–	0.02%	179
2025 Q2	$42.5K	Hold	3,338	–	–	0.02%	177
2025 Q1	$42.8K	Hold	3,338	–	–	0.02%	180
2024 Q4	$42.4K	Hold	3,338	–	–	0.02%	183
2024 Q3	$36.7K	Hold	3,338	–	–	0.02%	180
2024 Q2	$34.5K	Hold	3,338	–	–	0.02%	182
2024 Q1	$33.4K	Hold	3,338	–	–	0.02%	186
2023 Q4	$29.3K	Buy	+3,338	New	+$27.9K	0.02%	183

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tanglewood Legacy Advisors's KYN Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 3,338 shares worth $47.7K. The position accounts for 0.02% of the portfolio, ranked #164.

Tanglewood Legacy Advisors first reported a position in KYN in Q4 2023 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Tanglewood Legacy Advisors held 3,338 shares of Kayne Anderson Energy Infrastructure Fund worth $47.7K as of Q1 2026.
Tanglewood Legacy Advisors left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #164 holding.
Tanglewood Legacy Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.