Cerity Partners
KBDC

Cerity Partners’s Kayne Anderson BDC KBDC Stock Holding History

Cerity 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
Q1 		$922K Buy
67,201
+22,098
+49% +$311K ﹤0.01% 1907
2025
Q4 		$646K Sell
45,103
-21,298
-32% -$310K ﹤0.01% 1950
2025
Q3 		$884K Sell
66,401
-76,699
-54% -$1.16M ﹤0.01% 1651
2025
Q2 		$2.18M Buy
143,100
+70,027
+96% +$1.11M ﹤0.01% 1177
2025
Q1 		$1.19M Buy
73,073
+63,041
+628% +$1.07M ﹤0.01% 1356
2024
Q4 		$170K Buy
+10,032
New +$165K ﹤0.01% 2265

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

Cerity Partners's KBDC Position: Q1 2026 in Review

Cerity Partners increased its Kayne Anderson BDC (KBDC) stake by 49% in Q1 2026, buying an estimated $311K and bringing the position to 67,201 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Cerity Partners first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Cerity Partners held 67,201 shares of Kayne Anderson BDC worth $922K as of Q1 2026.
  • Cerity Partners bought 22,098 Kayne Anderson BDC shares in Q1 2026, an estimated $311K.
  • Kayne Anderson BDC made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1907 holding.
  • Cerity Partners first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • Cerity Partners's Kayne Anderson BDC position peaked at $2.18M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.