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
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 $922M AUM 16.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $239M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return