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
Q2 		$1.02M Buy
+75,193
New +$1.08M ﹤0.01% 2698
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 $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

Commonwealth Equity Services's KBDC Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Kayne Anderson BDC (KBDC) in Q2 2026: 75,193 shares worth $1.02M. The stake represents ﹤0.01% of the portfolio and ranks #2698 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in KBDC as recently as Q4 2025.

Commonwealth Equity Services first reported a position in KBDC in Q1 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Commonwealth Equity Services held 75,193 shares of Kayne Anderson BDC worth $1.02M as of Q2 2026.
  • Kayne Anderson BDC was a new Commonwealth Equity Services position in Q2 2026.
  • Kayne Anderson BDC made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2698 holding.
  • Commonwealth Equity Services first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.