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WhitTier Trust Company’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

WhitTier Trust Company’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
2025
Q2 		– Sell
-50
Closed -$637 – 1466
2025
Q1 		$637 Buy
+50
New +$645 ﹤0.01% 1361

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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WhitTier Trust Company's KYN Position: Q2 2025 in Review

WhitTier Trust Company sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2025, closing a stake of 50 shares — an estimated $637 sold.

WhitTier Trust Company first reported a position in KYN in Q1 2025 and held it in 1 quarter. The position peaked at $637 in Q1 2025. 242 funds tracked by Wall St. Rank hold KYN as of Q2 2025.

  • WhitTier Trust Company reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 50 Kayne Anderson Energy Infrastructure Fund shares in Q2 2025, an estimated $637.
  • WhitTier Trust Company first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2025 and held it in 1 quarter.
  • WhitTier Trust Company's Kayne Anderson Energy Infrastructure Fund position peaked at $637 in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2025.

Based on WhitTier Trust Company's 13F filing for Q2 2025, filed 30 Jul 2025.