HWAM
KBDC

Hennion & Walsh Asset Management’s Kayne Anderson BDC KBDC Stock Holding History

Hennion & Walsh Asset 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 		$1.35M Buy
99,755
+31,444
+46% +$454K 0.04% 489
2026
Q1 		$937K Buy
68,311
+18,767
+38% +$264K 0.03% 530
2025
Q4 		$709K Buy
49,544
+9,063
+22% +$132K 0.02% 607
2025
Q3 		$539K Buy
+40,481
New +$615K 0.02% 688

Other funds holding KBDC

AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Hennion & Walsh Asset Management's KBDC Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Kayne Anderson BDC (KBDC) stake by 46% in Q2 2026, buying an estimated $454K and bringing the position to 99,755 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #489.

Hennion & Walsh Asset Management first reported a position in KBDC in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Hennion & Walsh Asset Management held 99,755 shares of Kayne Anderson BDC worth $1.35M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 31,444 Kayne Anderson BDC shares in Q2 2026, an estimated $454K.
  • Kayne Anderson BDC made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #489 holding.
  • Hennion & Walsh Asset Management first reported a position in Kayne Anderson BDC in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.