PWM
KBDC

Perigon Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

Perigon Wealth 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
Q1 		– Sell
-10,141
Closed -$169K – 1111
2024
Q4 		$169K Buy
+10,141
New +$167K ﹤0.01% 998

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

Perigon Wealth Management's KBDC Position: Q1 2025 in Review

Perigon Wealth Management sold out of Kayne Anderson BDC (KBDC) in Q1 2025, closing a stake of 10,141 shares — an estimated $169K sold.

Perigon Wealth Management first reported a position in KBDC in Q4 2024 and held it in 1 quarter. The position peaked at $169K in Q4 2024. 62 funds tracked by Wall St. Rank hold KBDC as of Q1 2025.

  • Perigon Wealth Management reported no remaining Kayne Anderson BDC position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 10,141 Kayne Anderson BDC shares in Q1 2025, an estimated $169K.
  • Perigon Wealth Management first reported a position in Kayne Anderson BDC in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Kayne Anderson BDC position peaked at $169K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.