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
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 $922M AUM 16.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Raymond James Financial's KBDC Position: Q3 2025 in Review

Raymond James Financial sold out of Kayne Anderson BDC (KBDC) in Q3 2025, closing a stake of 9,486 shares — an estimated $145K sold.

Raymond James Financial first reported a position in KBDC in Q1 2025 and held it in 2 quarters. The position peaked at $172K in Q1 2025. 83 funds tracked by Wall St. Rank hold KBDC as of Q3 2025.

  • Raymond James Financial reported no remaining Kayne Anderson BDC position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 9,486 Kayne Anderson BDC shares in Q3 2025, an estimated $145K.
  • Raymond James Financial first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 2 quarters.
  • Raymond James Financial's Kayne Anderson BDC position peaked at $172K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.