WAG
KBDC

Windsor Advisory Group’s Kayne Anderson BDC KBDC Stock Holding History

Windsor Advisory Group’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 		$152K Buy
+11,222
New +$162K 0.11% 75

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

Windsor Advisory Group's KBDC Position: Q2 2026 in Review

Windsor Advisory Group opened a new position in Kayne Anderson BDC (KBDC) in Q2 2026: 11,222 shares worth $152K. The stake represents 0.11% of the portfolio and ranks #75 among its holdings.

93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Windsor Advisory Group held 11,222 shares of Kayne Anderson BDC worth $152K as of Q2 2026.
  • Kayne Anderson BDC was a new Windsor Advisory Group position in Q2 2026.
  • Kayne Anderson BDC made up 0.11% of Windsor Advisory Group's portfolio in Q2 2026, its #75 holding.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.