Position in KBDC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$246,274
-$10,770 QoQ
Shares Held
17,950
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $167,603,918 across 16 Asset Management names. KBDC ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
138,443 | $133,142,017 | |
| 2 | NTRS |
Northern Trust Corp
|
79,111 | $11,041,521 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
32,724 | $9,054,730 | |
| 4 | SEIC |
Sei Investments Co
|
42,459 | $3,331,757 | |
| 5 | AAMI |
Acadian Asset Management Inc.
|
50,853 | $2,767,419 | |
| 6 | IVZ |
Invesco Ltd.
|
112,318 | $2,728,203 | |
| 7 | STT |
State Street Corp
|
17,661 | $2,235,176 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,495 | $1,108,777 |
All Filings in KBDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,274 | 17,950 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $257,044 | 17,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $239,094 | 17,950 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||