Marex Group’s KKR Income Opportunities Fund KIO Stock Holding History

Marex Group’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 Q1	–	Sell	-10,102	Closed	-$117K	–	1153
2025 Q4	$117K	Buy	+10,102	New	+$120K	﹤0.01%	898
2025 Q2	–	Sell	-31,270	Closed	-$384K	–	811
2025 Q1	$384K	Buy	31,270 +20,851	+200%	+$265K	0.01%	397
2024 Q4	$139K	Buy	+10,419	New	+$144K	﹤0.01%	587

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marex Group's KIO Position: Q1 2026 in Review

Marex Group sold out of KKR Income Opportunities Fund (KIO) in Q1 2026, closing a stake of 10,102 shares — an estimated $117K sold.

Marex Group first reported a position in KIO in Q4 2024 and held it in 3 quarters. The position peaked at $384K in Q1 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

Marex Group reported no remaining KKR Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Marex Group sold 10,102 KKR Income Opportunities Fund shares in Q1 2026, an estimated $117K.
Marex Group first reported a position in KKR Income Opportunities Fund in Q4 2024 and held it in 3 quarters.
Marex Group's KKR Income Opportunities Fund position peaked at $384K in Q1 2025.
94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.