Wells Fargo
KBDC

Wells Fargo’s Kayne Anderson BDC KBDC Stock Holding History

Wells Fargo’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 		$3.24M Buy
239,142
+12,742
+6% +$184K ﹤0.01% 3218
2026
Q1 		$3.11M Buy
226,400
+28,607
+14% +$403K ﹤0.01% 2949
2025
Q4 		$2.83M Buy
197,793
+118,255
+149% +$1.72M ﹤0.01% 3164
2025
Q3 		$1.06M Buy
79,538
+8,036
+11% +$122K ﹤0.01% 3774
2025
Q2 		$1.09M Buy
71,502
+52,853
+283% +$835K ﹤0.01% 3644
2025
Q1 		$302K Buy
18,649
+10,000
+116% +$169K ﹤0.01% 4416
2024
Q4 		$143K Hold
8,649
– – ﹤0.01% 4994
2024
Q3 		$140K Buy
+8,649
New +$139K ﹤0.01% 4813

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

Wells Fargo's KBDC Position: Q2 2026 in Review

Wells Fargo increased its Kayne Anderson BDC (KBDC) stake by 5.6% in Q2 2026, buying an estimated $184K and bringing the position to 239,142 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Wells Fargo first reported a position in KBDC in Q3 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Wells Fargo held 239,142 shares of Kayne Anderson BDC worth $3.24M as of Q2 2026.
  • Wells Fargo bought 12,742 Kayne Anderson BDC shares in Q2 2026, an estimated $184K.
  • Kayne Anderson BDC made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3218 holding.
  • Wells Fargo first reported a position in Kayne Anderson BDC in Q3 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.