SFG
KBDC

SNS Financial Group’s Kayne Anderson BDC KBDC Stock Holding History

SNS Financial Group’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
-14,947
Closed -$211K – 557
2026
Q1 		$211K Hold
14,947
– – 0.02% 201
2025
Q4 		$220K Sell
14,947
-1,907
-11% -$27.8K 0.02% 194
2025
Q3 		$231K Sell
16,854
-4,272
-20% -$64.9K 0.02% 189
2025
Q2 		$331K Buy
21,126
+7,042
+50% +$111K 0.03% 149
2025
Q1 		$234K Buy
+14,084
New +$238K 0.02% 172

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

SNS Financial Group's KBDC Position: Q2 2026 in Review

SNS Financial Group sold out of Kayne Anderson BDC (KBDC) in Q2 2026, closing a stake of 14,947 shares — an estimated $211K sold.

SNS Financial Group first reported a position in KBDC in Q1 2025 and held it in 5 quarters. The position peaked at $331K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • SNS Financial Group reported no remaining Kayne Anderson BDC position as of Q2 2026 after selling out during the quarter.
  • SNS Financial Group sold 14,947 Kayne Anderson BDC shares in Q2 2026, an estimated $211K.
  • SNS Financial Group first reported a position in Kayne Anderson BDC in Q1 2025 and held it in 5 quarters.
  • SNS Financial Group's Kayne Anderson BDC position peaked at $331K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.