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
Q2 		$918K Buy
67,820
+619
+0.9% +$8.93K ﹤0.01% 2052
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 $1.09B AUM 59.79% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's KBDC Position: Q2 2026 in Review

Cerity Partners increased its Kayne Anderson BDC (KBDC) stake by 0.92% in Q2 2026, buying an estimated $8.93K and bringing the position to 67,820 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Cerity Partners first reported a position in KBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Cerity Partners held 67,820 shares of Kayne Anderson BDC worth $918K as of Q2 2026.
  • Cerity Partners bought 619 Kayne Anderson BDC shares in Q2 2026, an estimated $8.93K.
  • Kayne Anderson BDC made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2052 holding.
  • Cerity Partners first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.