Raymond James Financial
KIO

Raymond James Financial’s KKR Income Opportunities Fund KIO Stock Holding History

Raymond James Financial’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 		$1.28M Sell
116,691
-4,408
-4% -$50.3K ﹤0.01% 3684
2025
Q4 		$1.4M Sell
121,099
-10,837
-8% -$128K ﹤0.01% 3551
2025
Q3 		$1.66M Buy
131,936
+23,812
+22% +$300K ﹤0.01% 3310
2025
Q2 		$1.36M Buy
108,124
+16,378
+18% +$196K ﹤0.01% 3369
2025
Q1 		$1.13M Buy
91,746
+70,778
+338% +$900K ﹤0.01% 3399
2024
Q4 		$281K Buy
+20,968
New +$289K ﹤0.01% 4215

Other funds holding KIO

Morgan Stanley
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
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