Forvis Mazars Wealth Advisors, LLC
Position in KBDC — Kayne Anderson BDC, Inc.
CIK 1352864
Springfield, MO
Position in KBDC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$142,119
-$1,995 QoQ
Shares Held
10,504
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#79
of 92 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $6,374,070 across 9 Asset Management names. KBDC ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
4,431 | $2,032,765 | |
| 2 | STT |
State Street Corp
|
7,661 | $1,299,305 | |
| 3 | TROW |
Price T Rowe Group Inc
|
9,835 | $1,118,141 | |
| 4 | BX |
Blackstone Inc.
|
5,055 | $594,821 | |
| 5 | BLK |
BlackRock, Inc.
|
498 | $478,856 | |
| 6 | PFG |
Principal Financial Group Inc
|
3,539 | $381,433 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,492 | $226,033 | |
| 8 | KBDC |
Kayne Anderson BDC, Inc.
This page
|
10,504 | $142,119 |
All Filings in KBDC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,119 | 10,504 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $144,114 | 10,504 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $150,417 | 10,504 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $198,481 | 14,901 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $227,389 | 14,901 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||