CA
KBDC

Clearstead Advisors’s Kayne Anderson BDC KBDC Stock Holding History

Clearstead 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 		$4.06K Buy
+300
New +$4.33K ﹤0.01% 2253

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

Clearstead Advisors's KBDC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Kayne Anderson BDC (KBDC) in Q2 2026: 300 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #2253 among its holdings.

93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Clearstead Advisors held 300 shares of Kayne Anderson BDC worth $4.06K as of Q2 2026.
  • Kayne Anderson BDC was a new Clearstead Advisors position in Q2 2026.
  • Kayne Anderson BDC made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2253 holding.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.