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

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

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. 93 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.
  • 93 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.