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Roxbury Financial’s Kayne Anderson BDC KBDC Stock Holding History

Roxbury 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
Q3 		$2.11K Hold
168
– – ﹤0.01% 396
2026
Q2 		$2.27K Buy
+168
New +$2.42K ﹤0.01% 376

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
PW
PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 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

Roxbury Financial's KBDC Position: Q3 2026 in Review

Roxbury Financial held its Kayne Anderson BDC (KBDC) position steady in Q3 2026 at 168 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Roxbury Financial first reported a position in KBDC in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.27K in Q2 2026. 12 funds tracked by Wall St. Rank hold KBDC as of Q3 2026.

  • Roxbury Financial held 168 shares of Kayne Anderson BDC worth $2.11K as of Q3 2026.
  • Roxbury Financial left its Kayne Anderson BDC share count unchanged in Q3 2026.
  • Kayne Anderson BDC made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #396 holding.
  • Roxbury Financial first reported a position in Kayne Anderson BDC in Q2 2026 and has held it in 2 quarters since.
  • Roxbury Financial's Kayne Anderson BDC position peaked at $2.27K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.