Stifel Financial
KBDC

Stifel Financial’s Kayne Anderson BDC KBDC Stock Holding History

Stifel Financial’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 		$643K Sell
46,896
-279
-0.6% -$3.93K ﹤0.01% 2708
2025
Q4 		$676K Buy
47,175
+32,425
+220% +$472K ﹤0.01% 2692
2025
Q3 		$196K Hold
14,750
– – ﹤0.01% 3350
2025
Q2 		$225K Buy
+14,750
New +$233K ﹤0.01% 3202

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

Stifel Financial's KBDC Position: Q1 2026 in Review

Stifel Financial reduced its Kayne Anderson BDC (KBDC) stake by 0.59% in Q1 2026, selling an estimated $3.93K and leaving 46,896 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Stifel Financial first reported a position in KBDC in Q2 2025 and has held it in 4 quarters since. The position peaked at $676K in Q4 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Stifel Financial held 46,896 shares of Kayne Anderson BDC worth $643K as of Q1 2026.
  • Stifel Financial sold 279 Kayne Anderson BDC shares in Q1 2026, an estimated $3.93K.
  • Kayne Anderson BDC made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2708 holding.
  • Stifel Financial first reported a position in Kayne Anderson BDC in Q2 2025 and has held it in 4 quarters since.
  • Stifel Financial's Kayne Anderson BDC position peaked at $676K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.