EH
KIO

Equitable Holdings’s KKR Income Opportunities Fund KIO Stock Holding History

Equitable Holdings’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 		$322K Buy
28,615
+7,162
+33% +$80.2K ﹤0.01% 1517
2026
Q1 		$249K Buy
+21,453
New +$245K ﹤0.01% 1534

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

Equitable Holdings's KIO Position: Q2 2026 in Review

Equitable Holdings increased its KKR Income Opportunities Fund (KIO) stake by 33% in Q2 2026, buying an estimated $80.2K and bringing the position to 28,615 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Equitable Holdings first reported a position in KIO in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Equitable Holdings held 28,615 shares of KKR Income Opportunities Fund worth $322K as of Q2 2026.
  • Equitable Holdings bought 7,162 KKR Income Opportunities Fund shares in Q2 2026, an estimated $80.2K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1517 holding.
  • Equitable Holdings first reported a position in KKR Income Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.