Atala Financial’s KKR Income Opportunities Fund KIO Stock Holding History

Atala Financial’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
2025 Q4	–	Sell	-23,270	Closed	-$293K	–	126
2025 Q3	$293K	Hold	23,270	–	–	0.18%	100
2025 Q2	$292K	Hold	23,270	–	–	0.2%	99
2025 Q1	$286K	Hold	23,270	–	–	0.21%	93
2024 Q4	$311K	Buy	+23,270	New	+$321K	0.22%	94

Other funds holding KIO

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Atala Financial's KIO Position: Q4 2025 in Review

Atala Financial sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 23,270 shares — an estimated $293K sold.

Atala Financial first reported a position in KIO in Q4 2024 and held it in 4 quarters. The position peaked at $311K in Q4 2024. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

Atala Financial reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Atala Financial sold 23,270 KKR Income Opportunities Fund shares in Q4 2025, an estimated $293K.
Atala Financial first reported a position in KKR Income Opportunities Fund in Q4 2024 and held it in 4 quarters.
Atala Financial's KKR Income Opportunities Fund position peaked at $311K in Q4 2024.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Atala Financial's 13F filing for Q4 2025, filed 23 Jan 2026.