HWM
KBDC

HB Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

HB Wealth 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 		$3.79M Buy
280,189
+44,848
+19% +$647K 0.02% 326
2026
Q1 		$3.23M Buy
235,341
+17,469
+8% +$246K 0.02% 326
2025
Q4 		$3.12M Sell
217,872
-2,418
-1% -$35.2K 0.02% 332
2025
Q3 		$2.93M Buy
220,290
+23,619
+12% +$359K 0.02% 338
2025
Q2 		$3M Buy
196,671
+24,226
+14% +$383K 0.02% 297
2025
Q1 		$2.8M Buy
172,445
+76,250
+79% +$1.29M 0.02% 317
2024
Q4 		$1.59M Buy
+96,195
New +$1.58M 0.02% 323

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

HB Wealth Management's KBDC Position: Q2 2026 in Review

HB Wealth Management increased its Kayne Anderson BDC (KBDC) stake by 19% in Q2 2026, buying an estimated $647K and bringing the position to 280,189 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #326.

HB Wealth Management first reported a position in KBDC in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • HB Wealth Management held 280,189 shares of Kayne Anderson BDC worth $3.79M as of Q2 2026.
  • HB Wealth Management bought 44,848 Kayne Anderson BDC shares in Q2 2026, an estimated $647K.
  • Kayne Anderson BDC made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #326 holding.
  • HB Wealth Management first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.