NewEdge Advisors’s Kayne Anderson BDC KBDC Stock Holding History

NewEdge Advisors’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 Q1	$289K	Hold	21,067	–	–	﹤0.01%	2364
2025 Q4	$302K	Hold	21,067	–	–	﹤0.01%	2301
2025 Q3	$281K	Hold	21,067	–	–	﹤0.01%	2215
2025 Q2	$321K	Buy	21,067 +7,023	+50%	+$111K	﹤0.01%	1973
2025 Q1	$228K	Buy	+14,044	New	+$237K	﹤0.01%	2037

Other funds holding KBDC

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HF Capital Knoxville, Tennessee $239M AUM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

NewEdge Advisors's KBDC Position: Q1 2026 in Review

NewEdge Advisors held its Kayne Anderson BDC (KBDC) position steady in Q1 2026 at 21,067 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

NewEdge Advisors first reported a position in KBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

NewEdge Advisors held 21,067 shares of Kayne Anderson BDC worth $289K as of Q1 2026.
NewEdge Advisors left its Kayne Anderson BDC share count unchanged in Q1 2026.
Kayne Anderson BDC made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2364 holding.
NewEdge Advisors first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 5 quarters since.
NewEdge Advisors's Kayne Anderson BDC position peaked at $321K in Q2 2025.
93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.