Corient Private Wealth
KBDC

Corient Private Wealth’s Kayne Anderson BDC KBDC Stock Holding History

Corient Private Wealth’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.27M Sell
537,571
-62,955
-10% -$969K 0.01% 611
2025
Q1 		$9.78M Buy
600,526
+335,977
+127% +$5.47M 0.02% 523
2024
Q4 		$4.21M Buy
+264,549
New +$4.21M 0.01% 754