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
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 $922M AUM 16.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $239M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

HighTower Advisors's KBDC Position: Q1 2026 in Review

HighTower Advisors opened a new position in Kayne Anderson BDC (KBDC) in Q1 2026: 33,272 shares worth $456K. The stake represents ﹤0.01% of the portfolio and ranks #2803 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in KBDC as recently as Q2 2025.

HighTower Advisors first reported a position in KBDC in Q1 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • HighTower Advisors held 33,272 shares of Kayne Anderson BDC worth $456K as of Q1 2026.
  • Kayne Anderson BDC was a new HighTower Advisors position in Q1 2026.
  • Kayne Anderson BDC made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2803 holding.
  • HighTower Advisors first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.