CIBC Private Wealth Group’s Kayne Anderson BDC KBDC Stock Holding History

CIBC Private Wealth Group’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 Q4	–	Sell	-8,346	Closed	-$111K	–	3556
2025 Q3	$111K	Hold	8,346	–	–	﹤0.01%	1446
2025 Q2	$127K	Buy	8,346 +2,782	+50%	+$43.9K	﹤0.01%	1296
2025 Q1	$81.3K	Buy	5,564 +2,782	+100%	+$47K	﹤0.01%	1431
2024 Q4	$46.5K	Buy	+2,782	New	+$45.7K	﹤0.01%	1706

Other funds holding KBDC

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HF Capital Knoxville, Tennessee $297M AUM

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Requisite Capital Management Dallas, Texas $625M AUM 12.27% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CIBC Private Wealth Group's KBDC Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Kayne Anderson BDC (KBDC) in Q4 2025, closing a stake of 8,346 shares — an estimated $111K sold.

CIBC Private Wealth Group first reported a position in KBDC in Q4 2024 and held it in 4 quarters. The position peaked at $127K in Q2 2025. 88 funds tracked by Wall St. Rank hold KBDC as of Q4 2025.

CIBC Private Wealth Group reported no remaining Kayne Anderson BDC position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 8,346 Kayne Anderson BDC shares in Q4 2025, an estimated $111K.
CIBC Private Wealth Group first reported a position in Kayne Anderson BDC in Q4 2024 and held it in 4 quarters.
CIBC Private Wealth Group's Kayne Anderson BDC position peaked at $127K in Q2 2025.
88 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.