Franklin Resources
KBDC

Franklin Resources’s Kayne Anderson BDC KBDC Stock Holding History

Franklin Resources’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 		$10.6M Buy
779,757
+27,571
+4% +$398K ﹤0.01% 1256
2026
Q1 		$10.3M Buy
752,186
+127,548
+20% +$1.8M ﹤0.01% 1225
2025
Q4 		$8.94M Buy
624,638
+316,418
+103% +$4.61M ﹤0.01% 1195
2025
Q3 		$4.11M Buy
308,220
+84,563
+38% +$1.28M ﹤0.01% 1492
2025
Q2 		$3.41M Buy
223,657
+145,637
+187% +$2.3M ﹤0.01% 1508
2025
Q1 		$1.27M Buy
78,020
+20,665
+36% +$349K ﹤0.01% 1859
2024
Q4 		$949K Sell
57,355
-7,325
-11% -$120K ﹤0.01% 2008
2024
Q3 		$1.03M Buy
64,680
+11,289
+21% +$182K ﹤0.01% 1968
2024
Q2 		$852K Buy
+53,391
New +$866K ﹤0.01% 1997

Other funds holding KBDC

KI
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
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Franklin Resources's KBDC Position: Q2 2026 in Review

Franklin Resources increased its Kayne Anderson BDC (KBDC) stake by 3.7% in Q2 2026, buying an estimated $398K and bringing the position to 779,757 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Franklin Resources first reported a position in KBDC in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Franklin Resources held 779,757 shares of Kayne Anderson BDC worth $10.6M as of Q2 2026.
  • Franklin Resources bought 27,571 Kayne Anderson BDC shares in Q2 2026, an estimated $398K.
  • Kayne Anderson BDC made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1256 holding.
  • Franklin Resources first reported a position in Kayne Anderson BDC in Q2 2024 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.