Citigroup
KBDC

Citigroup’s Kayne Anderson BDC KBDC Stock Holding History

Citigroup’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 		– Sell
-4,792
Closed -$65.7K – 6335
2026
Q1 		$65.7K Sell
4,792
-35
-0.7% -$493 ﹤0.01% 4424
2025
Q4 		$69.1K Sell
4,827
-10,514
-69% -$153K ﹤0.01% 4466
2025
Q3 		$204K Buy
+15,341
New +$233K ﹤0.01% 3985
2025
Q2 		– Sell
-3,951
Closed -$64.1K – 5950
2025
Q1 		$64.1K Buy
3,951
+380
+11% +$6.42K ﹤0.01% 4807
2024
Q4 		$59.1K Buy
3,571
+3,311
+1,273% +$54.4K ﹤0.01% 5045
2024
Q3 		$4.21K Buy
+260
New +$4.19K ﹤0.01% 5359

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

Citigroup's KBDC Position: Q2 2026 in Review

Citigroup sold out of Kayne Anderson BDC (KBDC) in Q2 2026, closing a stake of 4,792 shares — an estimated $65.7K sold.

Citigroup first reported a position in KBDC in Q3 2024 and held it in 6 quarters. The position peaked at $204K in Q3 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Citigroup reported no remaining Kayne Anderson BDC position as of Q2 2026 after selling out during the quarter.
  • Citigroup sold 4,792 Kayne Anderson BDC shares in Q2 2026, an estimated $65.7K.
  • Citigroup first reported a position in Kayne Anderson BDC in Q3 2024 and held it in 6 quarters.
  • Citigroup's Kayne Anderson BDC position peaked at $204K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.