WFMPM
KBDC

Woodley Farra Manion Portfolio Management’s Kayne Anderson BDC KBDC Stock Holding History

Woodley Farra Manion Portfolio Management’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 		$260K Hold
18,447
– – 0.01% 107
2025
Q4 		$272K Hold
18,447
– – 0.01% 100
2025
Q3 		$253K Hold
18,447
– – 0.01% 105
2025
Q2 		$289K Buy
18,447
+6,149
+50% +$97.1K 0.01% 95
2025
Q1 		$204K Buy
+12,298
New +$208K 0.01% 112

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

Woodley Farra Manion Portfolio Management's KBDC Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management held its Kayne Anderson BDC (KBDC) position steady in Q1 2026 at 18,447 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #107.

Woodley Farra Manion Portfolio Management first reported a position in KBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $289K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • Woodley Farra Manion Portfolio Management held 18,447 shares of Kayne Anderson BDC worth $260K as of Q1 2026.
  • Woodley Farra Manion Portfolio Management left its Kayne Anderson BDC share count unchanged in Q1 2026.
  • Kayne Anderson BDC made up 0.01% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #107 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 5 quarters since.
  • Woodley Farra Manion Portfolio Management's Kayne Anderson BDC position peaked at $289K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.