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Veery Capital’s Kayne Anderson BDC KBDC Stock Holding History

Veery Capital’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
Q3 		$187K Hold
14,901
– – 0.05% 101
2026
Q2 		$202K Hold
14,901
– – 0.05% 98
2026
Q1 		$204K Hold
14,901
– – 0.06% 94
2025
Q4 		$213K Hold
14,901
– – 0.07% 89
2025
Q3 		$198K Hold
14,901
– – 0.06% 92
2025
Q2 		$227K Buy
+14,901
New +$235K 0.08% 83

Other funds holding KBDC

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Veery Capital's KBDC Position: Q3 2026 in Review

Veery Capital held its Kayne Anderson BDC (KBDC) position steady in Q3 2026 at 14,901 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #101.

Veery Capital first reported a position in KBDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $227K in Q2 2025. 12 funds tracked by Wall St. Rank hold KBDC as of Q3 2026.

  • Veery Capital held 14,901 shares of Kayne Anderson BDC worth $187K as of Q3 2026.
  • Veery Capital left its Kayne Anderson BDC share count unchanged in Q3 2026.
  • Kayne Anderson BDC made up 0.05% of Veery Capital's portfolio in Q3 2026, its #101 holding.
  • Veery Capital first reported a position in Kayne Anderson BDC in Q2 2025 and has held it in 6 quarters since.
  • Veery Capital's Kayne Anderson BDC position peaked at $227K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.