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Kayne Anderson BDC shares owned by Legacy Wealth Advisors

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

Historical chart of Legacy Wealth Advisors investment in Kayne Anderson BDC

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

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Quarterly reported holdings in Kayne Anderson BDC by Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $811k 59k 13.72

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Top funds holding Kayne Anderson BDC

Koch
State Treasurer State Of Michigan
Bank of America Corporation
HF Capital
Pathstone Holdings
Franklin Resources
UBS Group
Requisite Capital Management
Van Eck Associates Corp.
Russell Investments
Morgan Stanley
Kennedy Capital Management
CI Private Wealth
Sage Mountain Advisors
Callodine Capital Management

View all funds holding Kayne Anderson BDC