RCM
KBDC

Requisite Capital Management’s Kayne Anderson BDC KBDC Stock Holding History

Requisite Capital 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
2026
Q1 		$8.55M Sell
605,745
-70,714
-10% -$996K 1.59% 11
2025
Q4 		$9.96M Sell
676,459
-80,496
-11% -$1.17M 1.89% 10
2025
Q3 		$10.4M Sell
756,955
-85,766
-10% -$1.3M 1.74% 9
2025
Q2 		$13.2M Buy
842,721
+476,938
+130% +$7.53M 2.86% 9
2025
Q1 		$6.08M Buy
365,783
+35,843
+11% +$606K 1.37% 12
2024
Q4 		$5.59M Buy
+329,940
New +$5.42M 1.14% 12

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $239M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Requisite Capital Management's KBDC Position: Q1 2026 in Review

Requisite Capital Management reduced its Kayne Anderson BDC (KBDC) stake by 10% in Q1 2026, selling an estimated $996K and leaving 605,745 shares worth $8.55M. The position accounts for 1.59% of the portfolio, ranked #11.

Requisite Capital Management first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Requisite Capital Management held 605,745 shares of Kayne Anderson BDC worth $8.55M as of Q1 2026.
  • Requisite Capital Management sold 70,714 Kayne Anderson BDC shares in Q1 2026, an estimated $996K.
  • Kayne Anderson BDC made up 1.59% of Requisite Capital Management's portfolio in Q1 2026, its #11 holding.
  • Requisite Capital Management first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • Requisite Capital Management's Kayne Anderson BDC position peaked at $13.2M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.