Corient Private Wealth
KIO

Corient Private Wealth’s KKR Income Opportunities Fund KIO Stock Holding History

Corient Private Wealth’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 		$137K Sell
12,206
-18,635
-60% -$209K ﹤0.01% 2883
2026
Q1 		$9.58K Hold
30,841
– – ﹤0.01% 2800
2025
Q4 		$357K Buy
30,841
+841
+3% +$9.96K ﹤0.01% 2053
2025
Q3 		$378K Sell
30,000
-841
-3% -$10.6K ﹤0.01% 1977
2025
Q2 		$387K Buy
+30,841
New +$369K ﹤0.01% 1844

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

Corient Private Wealth's KIO Position: Q2 2026 in Review

Corient Private Wealth reduced its KKR Income Opportunities Fund (KIO) stake by 60% in Q2 2026, selling an estimated $209K and leaving 12,206 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Corient Private Wealth first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $387K in Q2 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Corient Private Wealth held 12,206 shares of KKR Income Opportunities Fund worth $137K as of Q2 2026.
  • Corient Private Wealth sold 18,635 KKR Income Opportunities Fund shares in Q2 2026, an estimated $209K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2883 holding.
  • Corient Private Wealth first reported a position in KKR Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's KKR Income Opportunities Fund position peaked at $387K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.