Baird Financial Group
KIO

Baird Financial Group’s KKR Income Opportunities Fund KIO Stock Holding History

Baird Financial Group’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 		$891K Sell
79,150
-3,994
-5% -$44.7K ﹤0.01% 1361
2026
Q1 		$915K Sell
83,144
-7,094
-8% -$80.9K ﹤0.01% 1280
2025
Q4 		$1.05M Buy
90,238
+41,902
+87% +$496K ﹤0.01% 1234
2025
Q3 		$609K Buy
48,336
+7,100
+17% +$89.5K ﹤0.01% 1404
2025
Q2 		$518K Buy
41,236
+4,450
+12% +$53.3K ﹤0.01% 1406
2025
Q1 		$452K Buy
+36,786
New +$468K ﹤0.01% 1425
2020
Q2 		– Sell
-67,261
Closed -$717K – 1546
2020
Q1 		$717K Sell
67,261
-232
-0.3% -$3.38K ﹤0.01% 968
2019
Q4 		$1.06M Buy
67,493
+1,652
+3% +$25.5K ﹤0.01% 952
2019
Q3 		$1.03M Buy
65,841
+2,814
+4% +$43.8K ﹤0.01% 966
2019
Q2 		$992K Buy
63,027
+3,590
+6% +$56.5K ﹤0.01% 986
2019
Q1 		$920K Buy
59,437
+1,815
+3% +$27.8K 0.01% 881
2018
Q4 		$821K Sell
57,622
-1,260
-2% -$19.4K 0.01% 851
2018
Q3 		$972K Buy
58,882
+26,376
+81% +$441K 0.01% 862
2018
Q2 		$538K Buy
+32,506
New +$524K ﹤0.01% 989

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

Baird Financial Group's KIO Position: Q2 2026 in Review

Baird Financial Group reduced its KKR Income Opportunities Fund (KIO) stake by 4.8% in Q2 2026, selling an estimated $44.7K and leaving 79,150 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Baird Financial Group first reported a position in KIO in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2019. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Baird Financial Group held 79,150 shares of KKR Income Opportunities Fund worth $891K as of Q2 2026.
  • Baird Financial Group sold 3,994 KKR Income Opportunities Fund shares in Q2 2026, an estimated $44.7K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1361 holding.
  • Baird Financial Group first reported a position in KKR Income Opportunities Fund in Q2 2018 and has held it in 14 quarters since.
  • Baird Financial Group's KKR Income Opportunities Fund position peaked at $1.06M in Q4 2019.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.