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

KI
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
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
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
Morgan Stanley New York $1.89T AUM 35.08% 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. 93 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.
  • 93 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.