AF
KBDC

Advisornet Financial’s Kayne Anderson BDC KBDC Stock Holding History

Advisornet Financial’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
-5,850
Closed -$83.8K – 2384
2025
Q4 		$83.8K Sell
5,850
-3,845
-40% -$56K ﹤0.01% 881
2025
Q3 		$129K Sell
9,695
-4,270
-31% -$64.8K 0.01% 719
2025
Q2 		$213K Sell
13,965
-800
-5% -$12.6K 0.01% 557
2025
Q1 		$239K Buy
+14,765
New +$249K 0.02% 503

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

Advisornet Financial's KBDC Position: Q1 2026 in Review

Advisornet Financial sold out of Kayne Anderson BDC (KBDC) in Q1 2026, closing a stake of 5,850 shares — an estimated $83.8K sold.

Advisornet Financial first reported a position in KBDC in Q1 2025 and held it in 4 quarters. The position peaked at $239K in Q1 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Advisornet Financial reported no remaining Kayne Anderson BDC position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 5,850 Kayne Anderson BDC shares in Q1 2026, an estimated $83.8K.
  • Advisornet Financial first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 4 quarters.
  • Advisornet Financial's Kayne Anderson BDC position peaked at $239K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.