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
Q1 		$4.75M Sell
377,462
-435,054
-54% -$6.13M 0.01% 868
2025
Q4 		$11.8M Buy
812,516
+284,751
+54% +$4.15M 0.01% 718
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 $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

Corient Private Wealth's KBDC Position: Q1 2026 in Review

Corient Private Wealth reduced its Kayne Anderson BDC (KBDC) stake by 54% in Q1 2026, selling an estimated $6.13M and leaving 377,462 shares worth $4.75M. The position accounts for 0.01% of the portfolio, ranked #868.

Corient Private Wealth first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.8M in Q4 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Corient Private Wealth held 377,462 shares of Kayne Anderson BDC worth $4.75M as of Q1 2026.
  • Corient Private Wealth sold 435,054 Kayne Anderson BDC shares in Q1 2026, an estimated $6.13M.
  • Kayne Anderson BDC made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #868 holding.
  • Corient Private Wealth first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • Corient Private Wealth's Kayne Anderson BDC position peaked at $11.8M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.