AIA
KBDC

Accelerate Investment Advisors’s Kayne Anderson BDC KBDC Stock Holding History

Accelerate Investment Advisors’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-43,599
Closed -$624K – 142
2025
Q4 		$624K Sell
43,599
-8,197
-16% -$119K 0.42% 42
2025
Q3 		$690K Sell
51,796
-10,947
-17% -$166K 0.47% 41
2025
Q2 		$957K Buy
62,743
+20,915
+50% +$330K 0.71% 29
2025
Q1 		$678K Buy
+41,828
New +$707K 0.57% 33

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $239M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Accelerate Investment Advisors's KBDC Position: Q1 2026 in Review

Accelerate Investment Advisors sold out of Kayne Anderson BDC (KBDC) in Q1 2026, closing a stake of 43,599 shares — an estimated $624K sold.

Accelerate Investment Advisors first reported a position in KBDC in Q1 2025 and held it in 4 quarters. The position peaked at $957K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Accelerate Investment Advisors reported no remaining Kayne Anderson BDC position as of Q1 2026 after selling out during the quarter.
  • Accelerate Investment Advisors sold 43,599 Kayne Anderson BDC shares in Q1 2026, an estimated $624K.
  • Accelerate Investment Advisors first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 4 quarters.
  • Accelerate Investment Advisors's Kayne Anderson BDC position peaked at $957K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.