Bessemer Group
KIO

Bessemer Group’s KKR Income Opportunities Fund KIO Stock Holding History

Bessemer 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 		$68K Buy
+6,000
New +$67.2K ﹤0.01% 1617
2018
Q2 		– Sell
-82,052
Closed -$1.3M – 1740
2018
Q1 		$1.3M Sell
82,052
-54,000
-40% -$856K 0.01% 517
2017
Q4 		$2.18M Sell
136,052
-24,000
-15% -$396K 0.01% 382
2017
Q3 		$2.87M Sell
160,052
-34,000
-18% -$596K 0.01% 359
2017
Q2 		$3.39M Sell
194,052
-38,478
-17% -$672K 0.01% 337
2017
Q1 		$3.96M Sell
232,530
-19,604
-8% -$326K 0.02% 359
2016
Q4 		$4.04M Buy
252,134
+10,000
+4% +$157K 0.02% 360
2016
Q3 		$3.88M Sell
242,134
-3,649
-1% -$57.4K 0.02% 337
2016
Q2 		$3.7M Sell
245,783
-15,000
-6% -$222K 0.02% 335
2016
Q1 		$3.76M Sell
260,783
-100,000
-28% -$1.33M 0.02% 329
2015
Q4 		$5M Buy
360,783
+33,691
+10% +$485K 0.03% 260
2015
Q3 		$4.76M Hold
327,092
– – 0.03% 255
2015
Q2 		$5.16M Buy
327,092
+40,000
+14% +$651K 0.03% 263
2015
Q1 		$4.72M Hold
287,092
– – 0.02% 262
2014
Q4 		$4.64M Sell
287,092
-14,968
-5% -$255K 0.03% 268
2014
Q3 		$5.22M Buy
+302,060
New +$5.44M 0.03% 247

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

Bessemer Group's KIO Position: Q2 2026 in Review

Bessemer Group opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 6,000 shares worth $68K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: Bessemer Group previously reported a position in KIO as recently as Q1 2018.

Bessemer Group first reported a position in KIO in Q3 2014 and has held it in 16 quarters since. The position peaked at $5.22M in Q3 2014. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Bessemer Group held 6,000 shares of KKR Income Opportunities Fund worth $68K as of Q2 2026.
  • KKR Income Opportunities Fund was a new Bessemer Group position in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1617 holding.
  • Bessemer Group first reported a position in KKR Income Opportunities Fund in Q3 2014 and has held it in 16 quarters since.
  • Bessemer Group's KKR Income Opportunities Fund position peaked at $5.22M in Q3 2014.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

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