HF
KBDC

HRT Financial’s Kayne Anderson BDC KBDC Stock Holding History

HRT Financial’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 		$2.52M Buy
186,489
+64,109
+52% +$925K ﹤0.01% 1590
2026
Q1 		$1.68M Buy
+122,380
New +$1.72M ﹤0.01% 1731
2025
Q4 		– Sell
-69,997
Closed -$932K – 4226
2025
Q3 		$932K Sell
69,997
-1,850
-3% -$28.1K ﹤0.01% 1557
2025
Q2 		$1.1M Buy
71,847
+29,426
+69% +$465K ﹤0.01% 1221
2025
Q1 		$688K Buy
42,421
+15,061
+55% +$254K ﹤0.01% 1305
2024
Q4 		$452K Buy
+27,360
New +$449K ﹤0.01% 1510

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

HRT Financial's KBDC Position: Q2 2026 in Review

HRT Financial increased its Kayne Anderson BDC (KBDC) stake by 52% in Q2 2026, buying an estimated $925K and bringing the position to 186,489 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

HRT Financial first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • HRT Financial held 186,489 shares of Kayne Anderson BDC worth $2.52M as of Q2 2026.
  • HRT Financial bought 64,109 Kayne Anderson BDC shares in Q2 2026, an estimated $925K.
  • Kayne Anderson BDC made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #1590 holding.
  • HRT Financial first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.