Position in KBDC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,228,878
+$108,951 QoQ
Shares Held
235,341
+8.0% QoQ
Ownership
0.355%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026HB Wealth Management, LLC holds $147,366,757 across 43 Asset Management names. KBDC ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
980,026 | $88,339,543 | |
| 2 | BLK |
BlackRock, Inc.
|
8,726 | $8,391,881 | |
| 3 | KKR |
KKR & Co. Inc.
|
77,859 | $7,201,957 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
155,862 | $6,307,735 | |
| 5 | BX |
Blackstone Inc.
|
48,138 | $5,535,388 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
317,535 | $3,511,937 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7,419 | $3,297,003 | |
| 8 | KBDC |
Kayne Anderson BDC, Inc.
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|
235,341 | $3,228,878 |
All Filings in KBDC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,228,878 | 235,341 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,119,927 | 217,872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,934,262 | 220,290 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,001,199 | 196,671 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,797,057 | 172,445 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,591,065 | 96,195 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||