Comerica Bank’s KKR Income Opportunities Fund KIO Stock Holding History

Comerica Bank’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	$460K	Buy	39,715 +212	+0.5%	+$2.51K	﹤0.01%	1902
2025 Q3	$498K	Buy	39,503 +57	+0.1%	+$718	﹤0.01%	1886
2025 Q2	$495K	Buy	39,446 +174	+0.4%	+$2.08K	﹤0.01%	1874
2025 Q1	$483K	Hold	39,272	–	–	﹤0.01%	1857
2024 Q4	$525K	Buy	39,272 +1,388	+4%	+$19.2K	﹤0.01%	1848
2024 Q3	$559K	Sell	37,884 -46	-0.1%	-$656	﹤0.01%	1832
2024 Q2	$520K	Sell	37,930 -189	-0.5%	-$2.54K	﹤0.01%	1828
2024 Q1	$516K	Buy	38,119 +99	+0.3%	+$1.29K	﹤0.01%	1861
2023 Q4	$478K	Buy	38,020 +5,473	+17%	+$65.1K	﹤0.01%	1874
2023 Q3	$389K	Buy	+32,547	New	+$389K	﹤0.01%	1909

Other funds holding KIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Comerica Bank's KIO Position: Q4 2025 in Review

Comerica Bank increased its KKR Income Opportunities Fund (KIO) stake by 0.54% in Q4 2025, buying an estimated $2.51K and bringing the position to 39,715 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Comerica Bank first reported a position in KIO in Q3 2023 and has held it in 10 quarters since. The position peaked at $559K in Q3 2024. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

Comerica Bank held 39,715 shares of KKR Income Opportunities Fund worth $460K as of Q4 2025.
Comerica Bank bought 212 KKR Income Opportunities Fund shares in Q4 2025, an estimated $2.51K.
KKR Income Opportunities Fund made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #1902 holding.
Comerica Bank first reported a position in KKR Income Opportunities Fund in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's KKR Income Opportunities Fund position peaked at $559K in Q3 2024.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.