AWM
KBDC

Activest Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

Activest Wealth Management’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
Q2 		$2.02M Sell
149,137
-97,829
-40% -$1.41M 0.39% 28
2026
Q1 		$3.39M Buy
246,966
+38,570
+19% +$543K 0.6% 23
2025
Q4 		$2.98M Buy
+208,396
New +$3.04M 0.56% 24

Other funds holding KBDC

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Activest Wealth Management's KBDC Position: Q2 2026 in Review

Activest Wealth Management reduced its Kayne Anderson BDC (KBDC) stake by 40% in Q2 2026, selling an estimated $1.41M and leaving 149,137 shares worth $2.02M. The position accounts for 0.39% of the portfolio, ranked #28.

Activest Wealth Management first reported a position in KBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.39M in Q1 2026. 9 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Activest Wealth Management held 149,137 shares of Kayne Anderson BDC worth $2.02M as of Q2 2026.
  • Activest Wealth Management sold 97,829 Kayne Anderson BDC shares in Q2 2026, an estimated $1.41M.
  • Kayne Anderson BDC made up 0.39% of Activest Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Activest Wealth Management first reported a position in Kayne Anderson BDC in Q4 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Kayne Anderson BDC position peaked at $3.39M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.