Logan Stone Capital’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Logan Stone Capital’s Portfolio HIO Stock Details HIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158K	Buy	+43,421	New	+$158K	0.03%	141
2026 Q1	–	Sell	-42,419	Closed	-$157K	–	153
2025 Q4	$157K	Buy	+42,419	New	+$161K	0.04%	138
2023 Q1	–	Sell	-176,739	Closed	-$698K	–	179
2022 Q4	$698K	Buy	176,739 +143,153	+426%	+$551K	0.26%	117
2022 Q3	$124K	Buy	33,586 +9,576	+40%	+$38.7K	0.08%	131
2022 Q2	$95K	Buy	+24,010	New	+$100K	0.07%	122

Other funds holding HIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

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

Logan Stone Capital's HIO Position: Q2 2026 in Review

Logan Stone Capital opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q2 2026: 43,421 shares worth $158K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Logan Stone Capital previously reported a position in HIO as recently as Q4 2025.

Logan Stone Capital first reported a position in HIO in Q2 2022 and has held it in 5 quarters since. The position peaked at $698K in Q4 2022. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Logan Stone Capital held 43,421 shares of Western Asset High Income Opportunity Fund worth $158K as of Q2 2026.
Western Asset High Income Opportunity Fund was a new Logan Stone Capital position in Q2 2026.
Western Asset High Income Opportunity Fund made up 0.03% of Logan Stone Capital's portfolio in Q2 2026, its #141 holding.
Logan Stone Capital first reported a position in Western Asset High Income Opportunity Fund in Q2 2022 and has held it in 5 quarters since.
Logan Stone Capital's Western Asset High Income Opportunity Fund position peaked at $698K in Q4 2022.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.