Jones Financial Companies
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Jones Financial Companies’s KKR Income Opportunities Fund KIO Stock Holding History

Jones Financial Companies’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 		– Sell
-1,269
Closed -$16K – 4514
2025
Q3 		$16K Sell
1,269
-41
-3% -$517 ﹤0.01% 2902
2025
Q2 		$16.4K Buy
+1,310
New +$15.7K ﹤0.01% 2682

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UBS Group
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Wells Fargo
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Janney Montgomery Scott
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Bank of America
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SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Jones Financial Companies's KIO Position: Q4 2025 in Review

Jones Financial Companies sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 1,269 shares — an estimated $16K sold.

Jones Financial Companies first reported a position in KIO in Q2 2025 and held it in 2 quarters. The position peaked at $16.4K in Q2 2025. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

  • Jones Financial Companies reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,269 KKR Income Opportunities Fund shares in Q4 2025, an estimated $16K.
  • Jones Financial Companies first reported a position in KKR Income Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Jones Financial Companies's KKR Income Opportunities Fund position peaked at $16.4K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.