CAM
KBDC

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
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

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

Cresset Asset Management's KBDC Position: Q1 2026 in Review

Cresset Asset Management increased its Kayne Anderson BDC (KBDC) stake by 1.7% in Q1 2026, buying an estimated $22.5K and bringing the position to 95,136 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #679.

Cresset Asset Management first reported a position in KBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Cresset Asset Management held 95,136 shares of Kayne Anderson BDC worth $1.34M as of Q1 2026.
  • Cresset Asset Management bought 1,594 Kayne Anderson BDC shares in Q1 2026, an estimated $22.5K.
  • Kayne Anderson BDC made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #679 holding.
  • Cresset Asset Management first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 5 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 Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.