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Kayne Anderson BDC shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Kayne Anderson BDC (KBDC) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Kayne Anderson BDC

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All positions including Kayne Anderson BDC held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kayne Anderson BDC by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 143k 14.36
2025-06-30 $2.5M 162k 15.30
2025-03-31 $2.2M 138k 16.22
2024-12-31 $1.2M 71k 16.54

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View all positions for Centric Wealth Management

Top funds holding Kayne Anderson BDC

Koch
Merit Financial Group
Pathstone Holdings
Sage Mountain Advisors
Requisite Capital Management
CI Private Wealth
BlackRock
Callodine Capital Management
Keebeck Wealth Management
Franklin Resources
Rivernorth Capital Management
HB Wealth Management
AG Asset Advisory
Morgan Stanley
Renaissance Technologies

View all funds holding Kayne Anderson BDC