Forvis Mazars Wealth Advisors
KBDC icon

Forvis Mazars Wealth Advisors’s Kayne Anderson BDC KBDC Stock Holding History

Forvis Mazars Wealth Advisors’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
Q3 		$132K Hold
10,504
– – ﹤0.01% 425
2026
Q2 		$142K Hold
10,504
– – ﹤0.01% 431
2026
Q1 		$144K Hold
10,504
– – ﹤0.01% 398
2025
Q4 		$150K Sell
10,504
-4,397
-30% -$64.1K ﹤0.01% 403
2025
Q3 		$198K Hold
14,901
– – ﹤0.01% 399
2025
Q2 		$227K Buy
+14,901
New +$235K ﹤0.01% 384

Other funds holding KBDC

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
PUREfi Wealth
PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Veery Capital
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KBDC Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its Kayne Anderson BDC (KBDC) position steady in Q3 2026 at 10,504 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Forvis Mazars Wealth Advisors first reported a position in KBDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $227K in Q2 2025. 12 funds tracked by Wall St. Rank hold KBDC as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 10,504 shares of Kayne Anderson BDC worth $132K as of Q3 2026.
  • Forvis Mazars Wealth Advisors left its Kayne Anderson BDC share count unchanged in Q3 2026.
  • Kayne Anderson BDC made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #425 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Kayne Anderson BDC in Q2 2025 and has held it in 6 quarters since.
  • Forvis Mazars Wealth Advisors's Kayne Anderson BDC position peaked at $227K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.