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
Q2 		$1.75M Buy
129,630
+51,881
+67% +$748K ﹤0.01% 6858
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 $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

Citadel Advisors's KBDC Position: Q2 2026 in Review

Citadel Advisors increased its Kayne Anderson BDC (KBDC) stake by 67% in Q2 2026, buying an estimated $748K and bringing the position to 129,630 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #6858.

Citadel Advisors first reported a position in KBDC in Q2 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Citadel Advisors held 129,630 shares of Kayne Anderson BDC worth $1.75M as of Q2 2026.
  • Citadel Advisors bought 51,881 Kayne Anderson BDC shares in Q2 2026, an estimated $748K.
  • Kayne Anderson BDC made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6858 holding.
  • Citadel Advisors first reported a position in Kayne Anderson BDC in Q2 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.