Commonwealth Equity Services
KBDC

Commonwealth Equity Services’s Kayne Anderson BDC KBDC Stock Holding History

Commonwealth Equity Services’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 		– Sell
-14,879
Closed -$213K – 4481
2025
Q4 		$213K Sell
14,879
-7,928
-35% -$115K ﹤0.01% 3925
2025
Q3 		$304K Buy
22,807
+555
+2% +$8.43K ﹤0.01% 3632
2025
Q2 		$340K Buy
22,252
+7,663
+53% +$121K ﹤0.01% 3483
2025
Q1 		$237K Buy
+14,589
New +$246K ﹤0.01% 3705

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

Commonwealth Equity Services's KBDC Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Kayne Anderson BDC (KBDC) in Q1 2026, closing a stake of 14,879 shares — an estimated $213K sold.

Commonwealth Equity Services first reported a position in KBDC in Q1 2025 and held it in 4 quarters. The position peaked at $340K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Kayne Anderson BDC position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,879 Kayne Anderson BDC shares in Q1 2026, an estimated $213K.
  • Commonwealth Equity Services first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 4 quarters.
  • Commonwealth Equity Services's Kayne Anderson BDC position peaked at $340K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.