GVCM
KBDC

Global View Capital Management’s Kayne Anderson BDC KBDC Stock Holding History

Global View Capital 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
2025
Q3 		– Sell
-15,468
Closed -$236K – 147
2025
Q2 		$236K Buy
15,468
+5,156
+50% +$81.4K 0.08% 107
2025
Q1 		$167K Buy
+10,312
New +$174K 0.06% 103

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Global View Capital Management's KBDC Position: Q3 2025 in Review

Global View Capital Management sold out of Kayne Anderson BDC (KBDC) in Q3 2025, closing a stake of 15,468 shares — an estimated $236K sold.

Global View Capital Management first reported a position in KBDC in Q1 2025 and held it in 2 quarters. The position peaked at $236K in Q2 2025. 83 funds tracked by Wall St. Rank hold KBDC as of Q3 2025.

  • Global View Capital Management reported no remaining Kayne Anderson BDC position as of Q3 2025 after selling out during the quarter.
  • Global View Capital Management sold 15,468 Kayne Anderson BDC shares in Q3 2025, an estimated $236K.
  • Global View Capital Management first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 2 quarters.
  • Global View Capital Management's Kayne Anderson BDC position peaked at $236K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2025.

Based on Global View Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.