IWP
KBDC

Insight Wealth Partners’s Kayne Anderson BDC KBDC Stock Holding History

Insight Wealth Partners’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
2025
Q3 		– Sell
-21,559
Closed -$329K – 118
2025
Q2 		$329K Hold
21,559
– – 0.13% 84
2025
Q1 		$350K Buy
+21,559
New +$364K 0.06% 81

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Insight Wealth Partners's KBDC Position: Q3 2025 in Review

Insight Wealth Partners sold out of Kayne Anderson BDC (KBDC) in Q3 2025, closing a stake of 21,559 shares — an estimated $329K sold.

Insight Wealth Partners first reported a position in KBDC in Q1 2025 and held it in 2 quarters. The position peaked at $350K in Q1 2025. 83 funds tracked by Wall St. Rank hold KBDC as of Q3 2025.

  • Insight Wealth Partners reported no remaining Kayne Anderson BDC position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Partners sold 21,559 Kayne Anderson BDC shares in Q3 2025, an estimated $329K.
  • Insight Wealth Partners first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 2 quarters.
  • Insight Wealth Partners's Kayne Anderson BDC position peaked at $350K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2025.

Based on Insight Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.