SMA
KBDC

Sage Mountain Advisors’s Kayne Anderson BDC KBDC Stock Holding History

Sage Mountain Advisors’s Portfolio KBDC Stock Details KBDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.2M Buy
930,426
+389,317
+72% +$5.94M 0.92% 19
2025
Q1 		$8.78M Buy
541,109
+338,043
+166% +$5.48M 0.65% 27
2024
Q4 		$3.36M Buy
+203,066
New +$3.36M 0.25% 52