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 Q2	$1.13M	Buy	83,186 +36,290	+77%	+$523K	﹤0.01%	2479
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

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

HF Capital Knoxville, Tennessee $297M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's KBDC Position: Q2 2026 in Review

Stifel Financial increased its Kayne Anderson BDC (KBDC) stake by 77% in Q2 2026, buying an estimated $523K and bringing the position to 83,186 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Stifel Financial first reported a position in KBDC in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

Stifel Financial held 83,186 shares of Kayne Anderson BDC worth $1.13M as of Q2 2026.
Stifel Financial bought 36,290 Kayne Anderson BDC shares in Q2 2026, an estimated $523K.
Kayne Anderson BDC made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2479 holding.
Stifel Financial first reported a position in Kayne Anderson BDC in Q2 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.