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 Q2	$46.2K	Hold	3,338	–	–	0.01%	170
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tanglewood Legacy Advisors's KYN Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 3,338 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #170.

Tanglewood Legacy Advisors first reported a position in KYN in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.7K in Q1 2026. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Tanglewood Legacy Advisors held 3,338 shares of Kayne Anderson Energy Infrastructure Fund worth $46.2K as of Q2 2026.
Tanglewood Legacy Advisors left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #170 holding.
Tanglewood Legacy Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 11 quarters since.
Tanglewood Legacy Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $47.7K in Q1 2026.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.