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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
Q3 		$1.87M Hold
149,137
– – 0.35% 32
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

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Activest Wealth Management's KBDC Position: Q3 2026 in Review

Activest Wealth Management held its Kayne Anderson BDC (KBDC) position steady in Q3 2026 at 149,137 shares worth $1.87M. The position accounts for 0.35% of the portfolio, ranked #32.

Activest Wealth Management first reported a position in KBDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.39M in Q1 2026. 12 funds tracked by Wall St. Rank hold KBDC as of Q3 2026.

  • Activest Wealth Management held 149,137 shares of Kayne Anderson BDC worth $1.87M as of Q3 2026.
  • Activest Wealth Management left its Kayne Anderson BDC share count unchanged in Q3 2026.
  • Kayne Anderson BDC made up 0.35% of Activest Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Activest Wealth Management first reported a position in Kayne Anderson BDC in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Kayne Anderson BDC position peaked at $3.39M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.