STA
KBDC

Summit Trail Advisors’s Kayne Anderson BDC KBDC Stock Holding History

Summit Trail Advisors’s Portfolio KBDC Stock Details KBDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-106,310
Closed -$1.77M – 1150
2025
Q1 		$1.77M Buy
106,310
+53,155
+100% +$883K 0.06% 109
2024
Q4 		$900K Buy
+53,155
New +$900K 0.03% 147