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PUREfi Wealth’s Kayne Anderson BDC KBDC Stock Holding History

PUREfi Wealth’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
Q3 		$231K Buy
+18,359
New +$247K 0.11% 213

Other funds holding KBDC

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PUREfi Wealth's KBDC Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Kayne Anderson BDC (KBDC) in Q3 2026: 18,359 shares worth $231K. The stake represents 0.11% of the portfolio and ranks #213 among its holdings.

12 funds tracked by Wall St. Rank hold KBDC as of Q3 2026.

  • PUREfi Wealth held 18,359 shares of Kayne Anderson BDC worth $231K as of Q3 2026.
  • Kayne Anderson BDC was a new PUREfi Wealth position in Q3 2026.
  • Kayne Anderson BDC made up 0.11% of PUREfi Wealth's portfolio in Q3 2026, its #213 holding.
  • 12 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.