HighTower Advisors
KBDC

HighTower Advisors’s Kayne Anderson BDC KBDC Stock Holding History

HighTower 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
Q2 		$358K Sell
26,441
-6,831
-21% -$98.5K ﹤0.01% 3056
2026
Q1 		$456K Buy
+33,272
New +$469K ﹤0.01% 2803
2025
Q3 		– Sell
-17,755
Closed -$271K – 4108
2025
Q2 		$271K Buy
17,755
+1,174
+7% +$18.5K ﹤0.01% 3019
2025
Q1 		$269K Buy
+16,581
New +$280K ﹤0.01% 2954

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

HighTower Advisors's KBDC Position: Q2 2026 in Review

HighTower Advisors reduced its Kayne Anderson BDC (KBDC) stake by 21% in Q2 2026, selling an estimated $98.5K and leaving 26,441 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

HighTower Advisors first reported a position in KBDC in Q1 2025 and has held it in 4 quarters since. The position peaked at $456K in Q1 2026. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • HighTower Advisors held 26,441 shares of Kayne Anderson BDC worth $358K as of Q2 2026.
  • HighTower Advisors sold 6,831 Kayne Anderson BDC shares in Q2 2026, an estimated $98.5K.
  • Kayne Anderson BDC made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3056 holding.
  • HighTower Advisors first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 4 quarters since.
  • HighTower Advisors's Kayne Anderson BDC position peaked at $456K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.