Raymond James Financial
KBDC

Raymond James Financial’s Kayne Anderson BDC KBDC Stock Holding History

Raymond James Financial’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 		$428K Buy
+31,640
New +$456K ﹤0.01% 4615
2025
Q3 		– Sell
-9,486
Closed -$145K – 6895
2025
Q2 		$145K Sell
9,486
-1,138
-11% -$18K ﹤0.01% 4683
2025
Q1 		$172K Buy
+10,624
New +$179K ﹤0.01% 4457

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

Raymond James Financial's KBDC Position: Q2 2026 in Review

Raymond James Financial opened a new position in Kayne Anderson BDC (KBDC) in Q2 2026: 31,640 shares worth $428K. The stake represents ﹤0.01% of the portfolio and ranks #4615 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in KBDC as recently as Q2 2025.

Raymond James Financial first reported a position in KBDC in Q1 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Raymond James Financial held 31,640 shares of Kayne Anderson BDC worth $428K as of Q2 2026.
  • Kayne Anderson BDC was a new Raymond James Financial position in Q2 2026.
  • Kayne Anderson BDC made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4615 holding.
  • Raymond James Financial first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.