CSP
KBDC

Cary Street Partners’s Kayne Anderson BDC KBDC Stock Holding History

Cary Street Partners’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 		$223K Buy
16,480
+2,000
+14% +$28.8K ﹤0.01% 889
2026
Q1 		$199K Buy
+14,480
New +$204K ﹤0.01% 833

Other funds holding KBDC

AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Cary Street Partners's KBDC Position: Q2 2026 in Review

Cary Street Partners increased its Kayne Anderson BDC (KBDC) stake by 14% in Q2 2026, buying an estimated $28.8K and bringing the position to 16,480 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Cary Street Partners first reported a position in KBDC in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Cary Street Partners held 16,480 shares of Kayne Anderson BDC worth $223K as of Q2 2026.
  • Cary Street Partners bought 2,000 Kayne Anderson BDC shares in Q2 2026, an estimated $28.8K.
  • Kayne Anderson BDC made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #889 holding.
  • Cary Street Partners first reported a position in Kayne Anderson BDC in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.