National Bank of Canada
KBDC

National Bank of Canada’s Kayne Anderson BDC KBDC Stock Holding History

National Bank of Canada’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
Q1 		– Sell
-142
Closed -$2.35K – 3205
2024
Q4 		$2.35K Buy
+142
New +$2.33K ﹤0.01% 2562

Other funds holding KBDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

National Bank of Canada's KBDC Position: Q1 2025 in Review

National Bank of Canada sold out of Kayne Anderson BDC (KBDC) in Q1 2025, closing a stake of 142 shares — an estimated $2.35K sold.

National Bank of Canada first reported a position in KBDC in Q4 2024 and held it in 1 quarter. The position peaked at $2.35K in Q4 2024. 62 funds tracked by Wall St. Rank hold KBDC as of Q1 2025.

  • National Bank of Canada reported no remaining Kayne Anderson BDC position as of Q1 2025 after selling out during the quarter.
  • National Bank of Canada sold 142 Kayne Anderson BDC shares in Q1 2025, an estimated $2.35K.
  • National Bank of Canada first reported a position in Kayne Anderson BDC in Q4 2024 and held it in 1 quarter.
  • National Bank of Canada's Kayne Anderson BDC position peaked at $2.35K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2025.

Based on National Bank of Canada's 13F filing for Q1 2025, filed 12 May 2025.