P
HIO

&Partners’s Western Asset High Income Opportunity Fund HIO Stock Holding History

&Partners’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 		$84.7K Buy
23,258
+2,693
+13% +$9.82K ﹤0.01% 2474
2026
Q1 		$74.7K Buy
20,565
+519
+3% +$1.93K ﹤0.01% 2354
2025
Q4 		$74.4K Buy
20,046
+650
+3% +$2.46K ﹤0.01% 2229
2025
Q3 		$74.5K Buy
+19,396
New +$76.9K ﹤0.01% 2067

Other funds holding HIO

Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
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

&Partners's HIO Position: Q2 2026 in Review

&Partners increased its Western Asset High Income Opportunity Fund (HIO) stake by 13% in Q2 2026, buying an estimated $9.82K and bringing the position to 23,258 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

&Partners first reported a position in HIO in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • &Partners held 23,258 shares of Western Asset High Income Opportunity Fund worth $84.7K as of Q2 2026.
  • &Partners bought 2,693 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $9.82K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2474 holding.
  • &Partners first reported a position in Western Asset High Income Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.