SIA
KBDC

SGL Investment Advisors’s Kayne Anderson BDC KBDC Stock Holding History

SGL Investment 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 		$231K Hold
15,799
– – 0.09% 122
2025
Q4 		$221K Hold
15,799
– – 0.09% 126
2025
Q3 		$226K Hold
15,799
– – 0.09% 121
2025
Q2 		$248K Buy
15,799
+5,267
+50% +$83.2K 0.12% 112
2025
Q1 		$165K Buy
+10,532
New +$178K 0.09% 116

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

SGL Investment Advisors's KBDC Position: Q1 2026 in Review

SGL Investment Advisors held its Kayne Anderson BDC (KBDC) position steady in Q1 2026 at 15,799 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #122.

SGL Investment Advisors first reported a position in KBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • SGL Investment Advisors held 15,799 shares of Kayne Anderson BDC worth $231K as of Q1 2026.
  • SGL Investment Advisors left its Kayne Anderson BDC share count unchanged in Q1 2026.
  • Kayne Anderson BDC made up 0.09% of SGL Investment Advisors's portfolio in Q1 2026, its #122 holding.
  • SGL Investment Advisors first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 5 quarters since.
  • SGL Investment Advisors's Kayne Anderson BDC position peaked at $248K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.