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
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 $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

Belpointe Asset Management's KBDC Position: Q1 2026 in Review

Belpointe Asset Management increased its Kayne Anderson BDC (KBDC) stake by 110% in Q1 2026, buying an estimated $282K and bringing the position to 38,168 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #676.

Belpointe Asset Management first reported a position in KBDC in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Belpointe Asset Management held 38,168 shares of Kayne Anderson BDC worth $524K as of Q1 2026.
  • Belpointe Asset Management bought 19,988 Kayne Anderson BDC shares in Q1 2026, an estimated $282K.
  • Kayne Anderson BDC made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #676 holding.
  • Belpointe Asset Management first reported a position in Kayne Anderson BDC in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.