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
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 $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

SNS Financial Group's KBDC Position: Q1 2026 in Review

SNS Financial Group held its Kayne Anderson BDC (KBDC) position steady in Q1 2026 at 14,947 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #201.

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

  • SNS Financial Group held 14,947 shares of Kayne Anderson BDC worth $211K as of Q1 2026.
  • SNS Financial Group left its Kayne Anderson BDC share count unchanged in Q1 2026.
  • Kayne Anderson BDC made up 0.02% of SNS Financial Group's portfolio in Q1 2026, its #201 holding.
  • SNS Financial Group first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 5 quarters since.
  • 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 Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.