SFG
KBDC

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

Sovereign 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 		$156K Buy
11,555
+235
+2% +$3.39K 0.02% 375
2026
Q1 		$155K Buy
+11,320
New +$159K 0.03% 352

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

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

Sovereign Financial Group increased its Kayne Anderson BDC (KBDC) stake by 2.1% in Q2 2026, buying an estimated $3.39K and bringing the position to 11,555 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #375.

Sovereign Financial Group first reported a position in KBDC in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Sovereign Financial Group held 11,555 shares of Kayne Anderson BDC worth $156K as of Q2 2026.
  • Sovereign Financial Group bought 235 Kayne Anderson BDC shares in Q2 2026, an estimated $3.39K.
  • Kayne Anderson BDC made up 0.02% of Sovereign Financial Group's portfolio in Q2 2026, its #375 holding.
  • Sovereign Financial Group first reported a position in Kayne Anderson BDC in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.