BBHC
KBDC

Brown Brothers Harriman & Co’s Kayne Anderson BDC KBDC Stock Holding History

Brown Brothers Harriman & Co’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
2025
Q1 		– Sell
-7
Closed -$116 – 1513
2024
Q4 		$116 Buy
+7
New +$115 ﹤0.01% 1441

Other funds holding KBDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Brown Brothers Harriman & Co's KBDC Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of Kayne Anderson BDC (KBDC) in Q1 2025, closing a stake of 7 shares — an estimated $116 sold.

Brown Brothers Harriman & Co first reported a position in KBDC in Q4 2024 and held it in 1 quarter. The position peaked at $116 in Q4 2024. 62 funds tracked by Wall St. Rank hold KBDC as of Q1 2025.

  • Brown Brothers Harriman & Co reported no remaining Kayne Anderson BDC position as of Q1 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 7 Kayne Anderson BDC shares in Q1 2025, an estimated $116.
  • Brown Brothers Harriman & Co first reported a position in Kayne Anderson BDC in Q4 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Kayne Anderson BDC position peaked at $116 in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.