Brown Advisory
KBDC

Brown Advisory’s Kayne Anderson BDC KBDC Stock Holding History

Brown Advisory’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 		$847K Buy
61,757
+25,856
+72% +$364K ﹤0.01% 892
2025
Q4 		$514K Hold
35,901
– – ﹤0.01% 1056
2025
Q3 		$478K Hold
35,901
– – ﹤0.01% 1066
2025
Q2 		$548K Sell
35,901
-1
-0% -$16 ﹤0.01% 977
2025
Q1 		$582K Hold
35,902
– – ﹤0.01% 944
2024
Q4 		$594K Hold
35,902
– – ﹤0.01% 960
2024
Q3 		$582K Hold
35,902
– – ﹤0.01% 950
2024
Q2 		$573K Buy
+35,902
New +$582K ﹤0.01% 923

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