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
Q2 		– Sell
-15,799
Closed -$231K – 143
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 $1.09B AUM 59.79% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGL Investment Advisors's KBDC Position: Q2 2026 in Review

SGL Investment Advisors sold out of Kayne Anderson BDC (KBDC) in Q2 2026, closing a stake of 15,799 shares — an estimated $231K sold.

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

  • SGL Investment Advisors reported no remaining Kayne Anderson BDC position as of Q2 2026 after selling out during the quarter.
  • SGL Investment Advisors sold 15,799 Kayne Anderson BDC shares in Q2 2026, an estimated $231K.
  • SGL Investment Advisors first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 5 quarters.
  • 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 Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.