AWM
KBDC

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

Apollon 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
Q1 		$430K Hold
31,354
– – 0.01% 928
2025
Q4 		$449K Sell
31,354
-5,000
-14% -$72.8K 0.01% 882
2025
Q3 		$484K Hold
36,354
– – 0.01% 838
2025
Q2 		$555K Buy
36,354
+6,218
+21% +$98.2K 0.01% 763
2025
Q1 		$489K Buy
30,136
+17,418
+137% +$294K 0.01% 760
2024
Q4 		$210K Buy
+12,718
New +$209K ﹤0.01% 1086

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

Apollon Wealth Management's KBDC Position: Q1 2026 in Review

Apollon Wealth Management held its Kayne Anderson BDC (KBDC) position steady in Q1 2026 at 31,354 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #928.

Apollon Wealth Management first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $555K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Apollon Wealth Management held 31,354 shares of Kayne Anderson BDC worth $430K as of Q1 2026.
  • Apollon Wealth Management left its Kayne Anderson BDC share count unchanged in Q1 2026.
  • Kayne Anderson BDC made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #928 holding.
  • Apollon Wealth Management first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • Apollon Wealth Management's Kayne Anderson BDC position peaked at $555K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.