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Kayne Anderson BDC shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain Advisors investment in Kayne Anderson BDC

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kayne Anderson BDC by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 1.1M 13.32
2025-06-30 $14M 930k 15.26
2025-03-31 $8.8M 541k 16.22
2024-12-31 $3.4M 203k 16.54

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View all positions for Sage Mountain Advisors

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