Citadel Advisors
KBDC

Citadel Advisors’s Kayne Anderson BDC KBDC Stock Holding History

Citadel Advisors’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 		$1.07M Buy
77,749
+19,937
+34% +$281K ﹤0.01% 7506
2025
Q4 		$828K Buy
+57,812
New +$842K ﹤0.01% 7836
2025
Q3 		– Sell
-34,363
Closed -$524K – 14398
2025
Q2 		$524K Buy
34,363
+13,439
+64% +$212K ﹤0.01% 8521
2025
Q1 		$339K Sell
20,924
-35,154
-63% -$594K ﹤0.01% 9305
2024
Q4 		$928K Buy
56,078
+9,753
+21% +$160K ﹤0.01% 7191
2024
Q3 		$751K Sell
46,325
-17,582
-28% -$283K ﹤0.01% 7408
2024
Q2 		$1.02M Buy
+63,907
New +$1.04M ﹤0.01% 6539

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

Citadel Advisors's KBDC Position: Q1 2026 in Review

Citadel Advisors increased its Kayne Anderson BDC (KBDC) stake by 34% in Q1 2026, buying an estimated $281K and bringing the position to 77,749 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #7506.

Citadel Advisors first reported a position in KBDC in Q2 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Citadel Advisors held 77,749 shares of Kayne Anderson BDC worth $1.07M as of Q1 2026.
  • Citadel Advisors bought 19,937 Kayne Anderson BDC shares in Q1 2026, an estimated $281K.
  • Kayne Anderson BDC made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7506 holding.
  • Citadel Advisors first reported a position in Kayne Anderson BDC in Q2 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.