MFIM
KBDC

Mesirow Financial Investment Management’s Kayne Anderson BDC KBDC Stock Holding History

Mesirow Financial Investment Management’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
Q2 		– Sell
-10,343
Closed -$168K – 623
2025
Q1 		$168K Buy
+10,343
New +$175K ﹤0.01% 546

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
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
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mesirow Financial Investment Management's KBDC Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of Kayne Anderson BDC (KBDC) in Q2 2025, closing a stake of 10,343 shares — an estimated $168K sold.

Mesirow Financial Investment Management first reported a position in KBDC in Q1 2025 and held it in 1 quarter. The position peaked at $168K in Q1 2025. 70 funds tracked by Wall St. Rank hold KBDC as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining Kayne Anderson BDC position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 10,343 Kayne Anderson BDC shares in Q2 2025, an estimated $168K.
  • Mesirow Financial Investment Management first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 1 quarter.
  • Mesirow Financial Investment Management's Kayne Anderson BDC position peaked at $168K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.