Russell Investments Group
KBDC

Russell Investments Group’s Kayne Anderson BDC KBDC Stock Holding History

Russell Investments Group’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 		$10.8M Buy
796,324
+244,504
+44% +$3.53M 0.01% 1032
2026
Q1 		$7.57M Buy
551,820
+357,643
+184% +$5.04M 0.01% 1102
2025
Q4 		$2.78M Buy
+194,177
New +$2.83M ﹤0.01% 1689

Other funds holding KBDC

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Russell Investments Group's KBDC Position: Q2 2026 in Review

Russell Investments Group increased its Kayne Anderson BDC (KBDC) stake by 44% in Q2 2026, buying an estimated $3.53M and bringing the position to 796,324 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #1032.

Russell Investments Group first reported a position in KBDC in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Russell Investments Group held 796,324 shares of Kayne Anderson BDC worth $10.8M as of Q2 2026.
  • Russell Investments Group bought 244,504 Kayne Anderson BDC shares in Q2 2026, an estimated $3.53M.
  • Kayne Anderson BDC made up 0.01% of Russell Investments Group's portfolio in Q2 2026, its #1032 holding.
  • Russell Investments Group first reported a position in Kayne Anderson BDC in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.