SIS
KBDC

Sound Income Strategies’s Kayne Anderson BDC KBDC Stock Holding History

Sound Income Strategies’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
-250
Closed -$3.43K – 2476
2026
Q1 		$3.43K Buy
+250
New +$3.52K ﹤0.01% 1985

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

Sound Income Strategies's KBDC Position: Q2 2026 in Review

Sound Income Strategies sold out of Kayne Anderson BDC (KBDC) in Q2 2026, closing a stake of 250 shares — an estimated $3.43K sold.

Sound Income Strategies first reported a position in KBDC in Q1 2026 and held it in 1 quarter. The position peaked at $3.43K in Q1 2026. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Sound Income Strategies reported no remaining Kayne Anderson BDC position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 250 Kayne Anderson BDC shares in Q2 2026, an estimated $3.43K.
  • Sound Income Strategies first reported a position in Kayne Anderson BDC in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Kayne Anderson BDC position peaked at $3.43K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.