BAM
KBDC

Belpointe Asset Management’s Kayne Anderson BDC KBDC Stock Holding History

Belpointe Asset 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 		$563K Buy
41,610
+3,442
+9% +$49.6K 0.02% 683
2026
Q1 		$524K Buy
38,168
+19,988
+110% +$282K 0.02% 676
2025
Q4 		$260K Buy
+18,180
New +$265K 0.01% 864

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Belpointe Asset Management's KBDC Position: Q2 2026 in Review

Belpointe Asset Management increased its Kayne Anderson BDC (KBDC) stake by 9% in Q2 2026, buying an estimated $49.6K and bringing the position to 41,610 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #683.

Belpointe Asset Management first reported a position in KBDC in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Belpointe Asset Management held 41,610 shares of Kayne Anderson BDC worth $563K as of Q2 2026.
  • Belpointe Asset Management bought 3,442 Kayne Anderson BDC shares in Q2 2026, an estimated $49.6K.
  • Kayne Anderson BDC made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #683 holding.
  • Belpointe Asset Management first reported a position in Kayne Anderson BDC in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.