Rockefeller Capital Management
KBDC

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

Rockefeller 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 		$178K Hold
13,006
– – ﹤0.01% 2565
2025
Q4 		$186K Sell
13,006
-10,000
-43% -$146K ﹤0.01% 2417
2025
Q3 		$306K Buy
+23,006
New +$349K ﹤0.01% 2015

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
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 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

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

Rockefeller Capital Management held its Kayne Anderson BDC (KBDC) position steady in Q1 2026 at 13,006 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Rockefeller Capital Management first reported a position in KBDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $306K in Q3 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Rockefeller Capital Management held 13,006 shares of Kayne Anderson BDC worth $178K as of Q1 2026.
  • Rockefeller Capital Management left its Kayne Anderson BDC share count unchanged in Q1 2026.
  • Kayne Anderson BDC made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2565 holding.
  • Rockefeller Capital Management first reported a position in Kayne Anderson BDC in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Kayne Anderson BDC position peaked at $306K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

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