Osaic Holdings
KBDC

Osaic Holdings’s Kayne Anderson BDC KBDC Stock Holding History

Osaic Holdings’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 		$150K Buy
10,901
+590
+6% +$8.31K ﹤0.01% 4384
2025
Q4 		$148K Sell
10,311
-259
-2% -$3.77K ﹤0.01% 4377
2025
Q3 		$160K Buy
10,570
+302
+3% +$4.59K ﹤0.01% 4411
2025
Q2 		$157K Buy
10,268
+4,261
+71% +$67.3K ﹤0.01% 4136
2025
Q1 		$97.4K Buy
6,007
+1,007
+20% +$17K ﹤0.01% 4188
2024
Q4 		$82.7K Buy
+5,000
New +$82.1K ﹤0.01% 4329

Other funds holding KBDC

KI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $239M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Osaic Holdings's KBDC Position: Q1 2026 in Review

Osaic Holdings increased its Kayne Anderson BDC (KBDC) stake by 5.7% in Q1 2026, buying an estimated $8.31K and bringing the position to 10,901 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #4384.

Osaic Holdings first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $160K in Q3 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Osaic Holdings held 10,901 shares of Kayne Anderson BDC worth $150K as of Q1 2026.
  • Osaic Holdings bought 590 Kayne Anderson BDC shares in Q1 2026, an estimated $8.31K.
  • Kayne Anderson BDC made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4384 holding.
  • Osaic Holdings first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • Osaic Holdings's Kayne Anderson BDC position peaked at $160K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.