Security National Bank’s Kayne Anderson BDC KBDC Stock Holding History

Security National Bank’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	$59.6K	Hold	4,404	–	–	0.01%	230
2026 Q1	$60.4K	Hold	4,404	–	–	0.01%	219
2025 Q4	$63.1K	Sell	4,404 -653	-13%	-$9.51K	0.01%	214
2025 Q3	$67.4K	Buy	5,057 +3,401	+205%	+$51.6K	0.01%	216
2025 Q2	$25.3K	Buy	1,656 +280	+20%	+$4.42K	﹤0.01%	249
2025 Q1	$22.3K	Buy	+1,376	New	+$23.2K	﹤0.01%	252

Other funds holding KBDC

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Security National Bank's KBDC Position: Q2 2026 in Review

Security National Bank held its Kayne Anderson BDC (KBDC) position steady in Q2 2026 at 4,404 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #230.

Security National Bank first reported a position in KBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $67.4K in Q3 2025. 9 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

Security National Bank held 4,404 shares of Kayne Anderson BDC worth $59.6K as of Q2 2026.
Security National Bank left its Kayne Anderson BDC share count unchanged in Q2 2026.
Kayne Anderson BDC made up 0.01% of Security National Bank's portfolio in Q2 2026, its #230 holding.
Security National Bank first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 6 quarters since.
Security National Bank's Kayne Anderson BDC position peaked at $67.4K in Q3 2025.
9 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.