SMA
KBDC

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

Sage Mountain Advisors’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 		$5.74M Sell
418,062
-380,054
-48% -$5.35M 0.4% 37
2025
Q4 		$11.4M Sell
798,116
-260,371
-25% -$3.79M 0.61% 29
2025
Q3 		$14.1M Buy
1,058,487
+128,061
+14% +$1.94M 0.81% 23
2025
Q2 		$14.2M Buy
930,426
+389,317
+72% +$6.15M 0.92% 19
2025
Q1 		$8.78M Buy
541,109
+338,043
+166% +$5.71M 0.65% 27
2024
Q4 		$3.36M Buy
+203,066
New +$3.34M 0.25% 52

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

Sage Mountain Advisors's KBDC Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Kayne Anderson BDC (KBDC) stake by 48% in Q1 2026, selling an estimated $5.35M and leaving 418,062 shares worth $5.74M. The position accounts for 0.4% of the portfolio, ranked #37.

Sage Mountain Advisors first reported a position in KBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.2M in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Sage Mountain Advisors held 418,062 shares of Kayne Anderson BDC worth $5.74M as of Q1 2026.
  • Sage Mountain Advisors sold 380,054 Kayne Anderson BDC shares in Q1 2026, an estimated $5.35M.
  • Kayne Anderson BDC made up 0.4% of Sage Mountain Advisors's portfolio in Q1 2026, its #37 holding.
  • Sage Mountain Advisors first reported a position in Kayne Anderson BDC in Q4 2024 and has held it in 6 quarters since.
  • Sage Mountain Advisors's Kayne Anderson BDC position peaked at $14.2M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.