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
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 $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

HRT Financial's KBDC Position: Q1 2026 in Review

HRT Financial opened a new position in Kayne Anderson BDC (KBDC) in Q1 2026: 122,380 shares worth $1.68M. The stake represents ﹤0.01% of the portfolio and ranks #1731 among its holdings. This is a return to the name: HRT Financial previously reported a position in KBDC as recently as Q3 2025.

HRT Financial first reported a position in KBDC in Q4 2024 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • HRT Financial held 122,380 shares of Kayne Anderson BDC worth $1.68M as of Q1 2026.
  • Kayne Anderson BDC was a new HRT Financial position in Q1 2026.
  • Kayne Anderson BDC made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1731 holding.
  • HRT Financial first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.