MFG
KBDC

Magnus Financial Group’s Kayne Anderson BDC KBDC Stock Holding History

Magnus Financial Group’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 		– Sell
-13,225
Closed -$181K – 416
2026
Q1 		$181K Buy
+13,225
New +$186K 0.01% 366
2025
Q3 		– Sell
-40,861
Closed -$624K – 419
2025
Q2 		$624K Buy
40,861
+1,600
+4% +$25.3K 0.05% 201
2025
Q1 		$637K Buy
39,261
+9,684
+33% +$164K 0.06% 192
2024
Q4 		$489K Buy
+29,577
New +$486K 0.05% 221

Other funds holding KBDC

AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Magnus Financial Group's KBDC Position: Q2 2026 in Review

Magnus Financial Group sold out of Kayne Anderson BDC (KBDC) in Q2 2026, closing a stake of 13,225 shares — an estimated $181K sold.

Magnus Financial Group first reported a position in KBDC in Q4 2024 and held it in 4 quarters. The position peaked at $637K in Q1 2025. 9 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Magnus Financial Group reported no remaining Kayne Anderson BDC position as of Q2 2026 after selling out during the quarter.
  • Magnus Financial Group sold 13,225 Kayne Anderson BDC shares in Q2 2026, an estimated $181K.
  • Magnus Financial Group first reported a position in Kayne Anderson BDC in Q4 2024 and held it in 4 quarters.
  • Magnus Financial Group's Kayne Anderson BDC position peaked at $637K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.