Truist Financial
KBDC

Truist Financial’s Kayne Anderson BDC KBDC Stock Holding History

Truist 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 		$345K Buy
25,119
+720
+3% +$10.1K ﹤0.01% 2318
2025
Q4 		$349K Hold
24,399
– – ﹤0.01% 2244
2025
Q3 		$325K Sell
24,399
-1
-0% -$15 ﹤0.01% 2262
2025
Q2 		$372K Buy
+24,400
New +$385K ﹤0.01% 2100

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

Truist Financial's KBDC Position: Q1 2026 in Review

Truist Financial increased its Kayne Anderson BDC (KBDC) stake by 3% in Q1 2026, buying an estimated $10.1K and bringing the position to 25,119 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Truist Financial first reported a position in KBDC in Q2 2025 and has held it in 4 quarters since. The position peaked at $372K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Truist Financial held 25,119 shares of Kayne Anderson BDC worth $345K as of Q1 2026.
  • Truist Financial bought 720 Kayne Anderson BDC shares in Q1 2026, an estimated $10.1K.
  • Kayne Anderson BDC made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2318 holding.
  • Truist Financial first reported a position in Kayne Anderson BDC in Q2 2025 and has held it in 4 quarters since.
  • Truist Financial's Kayne Anderson BDC position peaked at $372K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.