VC
KBDC

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
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

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
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

Veery Capital's KBDC Position: Q2 2026 in Review

Veery Capital held its Kayne Anderson BDC (KBDC) position steady in Q2 2026 at 14,901 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #98.

Veery Capital first reported a position in KBDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $227K in Q2 2025. 9 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Veery Capital held 14,901 shares of Kayne Anderson BDC worth $202K as of Q2 2026.
  • Veery Capital left its Kayne Anderson BDC share count unchanged in Q2 2026.
  • Kayne Anderson BDC made up 0.05% of Veery Capital's portfolio in Q2 2026, its #98 holding.
  • Veery Capital first reported a position in Kayne Anderson BDC in Q2 2025 and has held it in 5 quarters since.
  • Veery Capital's Kayne Anderson BDC position peaked at $227K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.