PCM
KIO

Penserra Capital Management’s KKR Income Opportunities Fund KIO Stock Holding History

Penserra Capital Management’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 		$12.3M Sell
1,117,298
-89,528
-7% -$1.02M 0.14% 174
2025
Q4 		$14M Buy
1,206,826
+82,687
+7% +$979K 0.17% 156
2025
Q3 		$14.2M Buy
1,124,139
+765,563
+214% +$9.65M 0.17% 154
2025
Q2 		$4.5M Buy
358,576
+10,585
+3% +$127K 0.06% 252
2025
Q1 		$4.28M Sell
347,991
-35,123
-9% -$446K 0.08% 218
2024
Q4 		$5.13M Buy
383,114
+25,808
+7% +$356K 0.09% 203
2024
Q3 		$5.27M Buy
+357,306
New +$5.1M 0.11% 151
2017
Q4 		– Sell
-192
Closed -$3K – 484
2017
Q3 		$3K Sell
192
-211
-52% -$3.7K ﹤0.01% 497
2017
Q2 		$7K Buy
403
+36
+10% +$629 ﹤0.01% 449
2017
Q1 		$6K Buy
367
+97
+36% +$1.61K ﹤0.01% 480
2016
Q4 		$4K Buy
270
+83
+44% +$1.3K ﹤0.01% 863
2016
Q3 		$2K Buy
187
+23
+14% +$362 ﹤0.01% 936
2016
Q2 		$2K Hold
164
– – ﹤0.01% 951
2016
Q1 		$2 Sell
164
-158
-49% -$2.1K ﹤0.01% 939
2015
Q4 		$4K Buy
+322
New +$4.64K ﹤0.01% 877

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return