EW
KBDC

Evoke Wealth’s Kayne Anderson BDC KBDC Stock Holding History

Evoke 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
2025
Q4 		– Sell
-15,181
Closed -$208K – 740
2025
Q3 		$208K Hold
15,181
– – ﹤0.01% 597
2025
Q2 		$238K Buy
+15,181
New +$240K 0.01% 519

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evoke Wealth's KBDC Position: Q4 2025 in Review

Evoke Wealth sold out of Kayne Anderson BDC (KBDC) in Q4 2025, closing a stake of 15,181 shares — an estimated $208K sold.

Evoke Wealth first reported a position in KBDC in Q2 2025 and held it in 2 quarters. The position peaked at $238K in Q2 2025. 87 funds tracked by Wall St. Rank hold KBDC as of Q4 2025.

  • Evoke Wealth reported no remaining Kayne Anderson BDC position as of Q4 2025 after selling out during the quarter.
  • Evoke Wealth sold 15,181 Kayne Anderson BDC shares in Q4 2025, an estimated $208K.
  • Evoke Wealth first reported a position in Kayne Anderson BDC in Q2 2025 and held it in 2 quarters.
  • Evoke Wealth's Kayne Anderson BDC position peaked at $238K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.