Cresset Asset Management’s Kayne Anderson BDC KBDC Stock Holding History

Cresset Asset Management’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	$1.33M	Hold	95,136	–	–	﹤0.01%	798
2026 Q1	$1.34M	Buy	95,136 +1,594	+2%	+$22.5K	0.01%	679
2025 Q4	$1.38M	Hold	93,542	–	–	0.01%	674
2025 Q3	$1.28M	Hold	93,542	–	–	0.01%	662
2025 Q2	$1.46M	Buy	93,542 +31,182	+50%	+$492K	0.01%	579
2025 Q1	$1.04M	Buy	+62,360	New	+$1.05M	0.01%	764

Other funds holding KBDC

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

HF Capital Knoxville, Tennessee $297M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Cresset Asset Management's KBDC Position: Q2 2026 in Review

Cresset Asset Management held its Kayne Anderson BDC (KBDC) position steady in Q2 2026 at 95,136 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Cresset Asset Management first reported a position in KBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.46M in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

Cresset Asset Management held 95,136 shares of Kayne Anderson BDC worth $1.33M as of Q2 2026.
Cresset Asset Management left its Kayne Anderson BDC share count unchanged in Q2 2026.
Kayne Anderson BDC made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #798 holding.
Cresset Asset Management first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 6 quarters since.
Cresset Asset Management's Kayne Anderson BDC position peaked at $1.46M in Q2 2025.
93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.