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
Q2 		$604K Buy
44,676
+33,775
+310% +$487K ﹤0.01% 3500
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 $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

Osaic Holdings's KBDC Position: Q2 2026 in Review

Osaic Holdings increased its Kayne Anderson BDC (KBDC) stake by 310% in Q2 2026, buying an estimated $487K and bringing the position to 44,676 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

Osaic Holdings first reported a position in KBDC in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Osaic Holdings held 44,676 shares of Kayne Anderson BDC worth $604K as of Q2 2026.
  • Osaic Holdings bought 33,775 Kayne Anderson BDC shares in Q2 2026, an estimated $487K.
  • Kayne Anderson BDC made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3500 holding.
  • Osaic Holdings first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.