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
Q1 		$155K Buy
+11,320
New +$159K 0.03% 352

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

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

Sovereign Financial Group opened a new position in Kayne Anderson BDC (KBDC) in Q1 2026: 11,320 shares worth $155K. The stake represents 0.03% of the portfolio and ranks #352 among its holdings.

93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Sovereign Financial Group held 11,320 shares of Kayne Anderson BDC worth $155K as of Q1 2026.
  • Kayne Anderson BDC was a new Sovereign Financial Group position in Q1 2026.
  • Kayne Anderson BDC made up 0.03% of Sovereign Financial Group's portfolio in Q1 2026, its #352 holding.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.