AUB
KIO

Atlantic Union Bankshares’s KKR Income Opportunities Fund KIO Stock Holding History

Atlantic Union Bankshares’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
Q2 		$14.7K Hold
1,305
– – ﹤0.01% 1256
2026
Q1 		$14.4K Sell
1,305
-1,102
-46% -$12.6K ﹤0.01% 1213
2025
Q4 		$27.9K Sell
2,407
-4,903
-67% -$58.1K ﹤0.01% 1039
2025
Q3 		$92.1K Sell
7,310
-5,986
-45% -$75.4K ﹤0.01% 778
2025
Q2 		$167K Sell
13,296
-10,941
-45% -$131K ﹤0.01% 498
2025
Q1 		$298K Buy
+24,237
New +$308K 0.02% 261

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
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Union Bankshares's KIO Position: Q2 2026 in Review

Atlantic Union Bankshares held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 1,305 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Atlantic Union Bankshares first reported a position in KIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q1 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Atlantic Union Bankshares held 1,305 shares of KKR Income Opportunities Fund worth $14.7K as of Q2 2026.
  • Atlantic Union Bankshares left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1256 holding.
  • Atlantic Union Bankshares first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Atlantic Union Bankshares's KKR Income Opportunities Fund position peaked at $298K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.