Newbridge Financial Services Group’s KKR Income Opportunities Fund KIO Stock Holding History

Newbridge Financial Services 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
2025 Q4	–	Sell	-1,250	Closed	-$15.8K	–	1330
2025 Q3	$15.8K	Hold	1,250	–	–	﹤0.01%	798
2025 Q2	$15.7K	Buy	+1,250	New	+$15K	﹤0.01%	779
2021 Q3	–	Sell	-1,000	Closed	-$17K	–	1504
2021 Q2	$17K	Hold	1,000	–	–	0.01%	825
2021 Q1	$16K	Hold	1,000	–	–	0.01%	747
2020 Q4	$14K	Sell	1,000 -709	-41%	-$9.88K	0.01%	631
2020 Q3	$23K	Buy	+1,709	New	+$22.6K	0.02%	470

Other funds holding KIO

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

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

Newbridge Financial Services Group's KIO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 1,250 shares — an estimated $15.8K sold.

Newbridge Financial Services Group first reported a position in KIO in Q3 2020 and held it in 6 quarters. The position peaked at $23K in Q3 2020. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

Newbridge Financial Services Group reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,250 KKR Income Opportunities Fund shares in Q4 2025, an estimated $15.8K.
Newbridge Financial Services Group first reported a position in KKR Income Opportunities Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's KKR Income Opportunities Fund position peaked at $23K in Q3 2020.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.