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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Sell
183,877
-193,585
-51% -$2.79M ﹤0.01% 1256
2026
Q1 		$4.75M Sell
377,462
-28,796
-7% -$406K 0.01% 868
2025
Q4 		$5.89M Sell
406,258
-121,507
-23% -$1.77M 0.01% 714
2025
Q3 		$7.03M Sell
527,765
-9,807
-2% -$149K 0.01% 604
2025
Q2 		$8.27M Sell
537,572
-62,954
-10% -$994K 0.01% 566
2025
Q1 		$9.78M Buy
600,526
+335,977
+127% +$5.68M 0.02% 526
2024
Q4 		$4.21M Buy
+264,549
New +$4.35M 0.01% 754

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

Corient Private Wealth's KBDC Position: Q2 2026 in Review

Corient Private Wealth reduced its Kayne Anderson BDC (KBDC) stake by 51% in Q2 2026, selling an estimated $2.79M and leaving 183,877 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Corient Private Wealth first reported a position in KBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.78M in Q1 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Corient Private Wealth held 183,877 shares of Kayne Anderson BDC worth $2.49M as of Q2 2026.
  • Corient Private Wealth sold 193,585 Kayne Anderson BDC shares in Q2 2026, an estimated $2.79M.
  • Kayne Anderson BDC made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1256 holding.
  • Corient Private Wealth first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Kayne Anderson BDC position peaked at $9.78M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.