ACM
KIO

Anfield Capital Management’s KKR Income Opportunities Fund KIO Stock Holding History

Anfield Capital Management’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87K Hold
7,911
– – 0.02% 197
2025
Q4 		$91.7K Hold
7,911
– – 0.03% 129
2025
Q3 		$99.7K Buy
+7,911
New +$99.7K 0.03% 129

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Anfield Capital Management's KIO Position: Q1 2026 in Review

Anfield Capital Management held its KKR Income Opportunities Fund (KIO) position steady in Q1 2026 at 7,911 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #197.

Anfield Capital Management first reported a position in KIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $99.7K in Q3 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Anfield Capital Management held 7,911 shares of KKR Income Opportunities Fund worth $87K as of Q1 2026.
  • Anfield Capital Management left its KKR Income Opportunities Fund share count unchanged in Q1 2026.
  • KKR Income Opportunities Fund made up 0.02% of Anfield Capital Management's portfolio in Q1 2026, its #197 holding.
  • Anfield Capital Management first reported a position in KKR Income Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • Anfield Capital Management's KKR Income Opportunities Fund position peaked at $99.7K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.