AI
KBDC

Accredited Investors’s Kayne Anderson BDC KBDC Stock Holding History

Accredited Investors’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 		$698K Hold
50,898
– – 0.04% 135
2025
Q4 		$729K Hold
50,898
– – 0.04% 132
2025
Q3 		$678K Buy
50,898
+10,142
+25% +$154K 0.04% 123
2025
Q2 		$622K Buy
40,756
+22,178
+119% +$350K 0.04% 126
2025
Q1 		$301K Buy
18,578
+6,754
+57% +$114K 0.02% 174
2024
Q4 		$196K Buy
+11,824
New +$194K 0.01% 222

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

Accredited Investors's KBDC Position: Q1 2026 in Review

Accredited Investors held its Kayne Anderson BDC (KBDC) position steady in Q1 2026 at 50,898 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #135.

Accredited Investors first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $729K in Q4 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Accredited Investors held 50,898 shares of Kayne Anderson BDC worth $698K as of Q1 2026.
  • Accredited Investors left its Kayne Anderson BDC share count unchanged in Q1 2026.
  • Kayne Anderson BDC made up 0.04% of Accredited Investors's portfolio in Q1 2026, its #135 holding.
  • Accredited Investors first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • Accredited Investors's Kayne Anderson BDC position peaked at $729K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Accredited Investors's 13F filing for Q1 2026, filed 30 Apr 2026.