VFA
KBDC

Valeo Financial Advisors’s Kayne Anderson BDC KBDC Stock Holding History

Valeo Financial Advisors’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 		– Sell
-12,090
Closed -$166K – 889
2026
Q1 		$166K Hold
12,090
– – ﹤0.01% 702
2025
Q4 		$173K Hold
12,090
– – ﹤0.01% 769
2025
Q3 		$161K Hold
12,090
– – ﹤0.01% 772
2025
Q2 		$184K Buy
+12,090
New +$191K ﹤0.01% 720

Other funds holding KBDC

AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Valeo Financial Advisors's KBDC Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Kayne Anderson BDC (KBDC) in Q2 2026, closing a stake of 12,090 shares — an estimated $166K sold.

Valeo Financial Advisors first reported a position in KBDC in Q2 2025 and held it in 4 quarters. The position peaked at $184K in Q2 2025. 9 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Kayne Anderson BDC position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 12,090 Kayne Anderson BDC shares in Q2 2026, an estimated $166K.
  • Valeo Financial Advisors first reported a position in Kayne Anderson BDC in Q2 2025 and held it in 4 quarters.
  • Valeo Financial Advisors's Kayne Anderson BDC position peaked at $184K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.