Envestnet Asset Management
KBDC

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

Envestnet 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 		$8.24M Buy
+608,963
New +$8.78M ﹤0.01% 2074

Other funds holding KBDC

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Envestnet Asset Management opened a new position in Kayne Anderson BDC (KBDC) in Q2 2026: 608,963 shares worth $8.24M. The stake represents ﹤0.01% of the portfolio and ranks #2074 among its holdings.

34 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Envestnet Asset Management held 608,963 shares of Kayne Anderson BDC worth $8.24M as of Q2 2026.
  • Kayne Anderson BDC was a new Envestnet Asset Management position in Q2 2026.
  • Kayne Anderson BDC made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2074 holding.
  • 34 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.