Royal Bank of Canada
KIO

Royal Bank of Canada’s KKR Income Opportunities Fund KIO Stock Holding History

Royal Bank of Canada’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 		$846K Sell
76,943
-41,966
-35% -$479K ﹤0.01% 3759
2025
Q4 		$1.38M Sell
118,909
-408,093
-77% -$4.83M ﹤0.01% 3414
2025
Q3 		$6.64M Buy
527,002
+395,350
+300% +$4.98M ﹤0.01% 2448
2025
Q2 		$1.65M Buy
131,652
+44,287
+51% +$530K ﹤0.01% 3456
2025
Q1 		$1.07M Buy
87,365
+6,007
+7% +$76.3K ﹤0.01% 3419
2024
Q4 		$1.09M Buy
81,358
+4,780
+6% +$66K ﹤0.01% 3474
2024
Q3 		$1.13M Buy
76,578
+4,257
+6% +$60.7K ﹤0.01% 3439
2024
Q2 		$991K Sell
72,321
-3,706
-5% -$49.7K ﹤0.01% 3464
2024
Q1 		$1.03M Buy
76,027
+1,833
+2% +$23.8K ﹤0.01% 3449
2023
Q4 		$933K Sell
74,194
-2,155
-3% -$25.6K ﹤0.01% 3722
2023
Q3 		$913K Buy
76,349
+3,347
+5% +$40K ﹤0.01% 3513
2023
Q2 		$848K Buy
73,002
+35,945
+97% +$402K ﹤0.01% 3516
2023
Q1 		$407K Buy
37,057
+8,258
+29% +$93.2K ﹤0.01% 4040
2022
Q4 		$317K Buy
28,799
+2,107
+8% +$23.6K ﹤0.01% 4495
2022
Q3 		$306K Buy
26,692
+3,015
+13% +$36.6K ﹤0.01% 4415
2022
Q2 		$276K Hold
23,677
– – ﹤0.01% 4538
2022
Q1 		$342K Hold
23,677
– – ﹤0.01% 4610
2021
Q4 		$401K Buy
23,677
+600
+3% +$9.85K ﹤0.01% 4673
2021
Q3 		$378K Sell
23,077
-300
-1% -$4.93K ﹤0.01% 4580
2021
Q2 		$390K Sell
23,377
-45,386
-66% -$734K ﹤0.01% 4486
2021
Q1 		$1.09M Buy
68,763
+15,183
+28% +$230K ﹤0.01% 3498
2020
Q4 		$773K Buy
53,580
+18,100
+51% +$252K ﹤0.01% 3741
2020
Q3 		$480K Buy
35,480
+9,792
+38% +$130K ﹤0.01% 3899
2020
Q2 		$316K Buy
25,688
+545
+2% +$6.22K ﹤0.01% 4123
2020
Q1 		$268K Buy
25,143
+1,143
+5% +$16.6K ﹤0.01% 4119
2019
Q4 		$379K Sell
24,000
-2,700
-10% -$41.6K ﹤0.01% 4175
2019
Q3 		$416K Sell
26,700
-4,728
-15% -$73.6K ﹤0.01% 3955
2019
Q2 		$494K Sell
31,428
-1,198
-4% -$18.9K ﹤0.01% 3870
2019
Q1 		$505K Sell
32,626
-2,100
-6% -$32.1K ﹤0.01% 3719
2018
Q4 		$495K Sell
34,726
-200
-0.6% -$3.08K ﹤0.01% 3703
2018
Q3 		$573K Sell
34,926
-41,353
-54% -$692K ﹤0.01% 3814
2018
Q2 		$1.26M Buy
76,279
+3,470
+5% +$56K ﹤0.01% 3052
2018
Q1 		$1.16M Buy
72,809
+500
+0.7% +$7.93K ﹤0.01% 3068
2017
Q4 		$1.16M Buy
72,309
+36,581
+102% +$604K ﹤0.01% 3134
2017
Q3 		$640K Sell
35,728
-15,718
-31% -$276K ﹤0.01% 3602
2017
Q2 		$900K Sell
51,446
-22,722
-31% -$397K ﹤0.01% 3184
2017
Q1 		$1.26M Buy
74,168
+2,672
+4% +$44.5K ﹤0.01% 2907
2016
Q4 		$1.15M Buy
71,496
+29,261
+69% +$458K ﹤0.01% 3032
2016
Q3 		$677K Buy
42,235
+119
+0.3% +$1.87K ﹤0.01% 3460
2016
Q2 		$634K Buy
42,116
+16,896
+67% +$250K ﹤0.01% 3495
2016
Q1 		$363K Sell
25,220
-3,937
-14% -$52.5K ﹤0.01% 3912
2015
Q4 		$405K Buy
29,157
+12,639
+77% +$182K ﹤0.01% 3973
2015
Q3 		$241K Buy
16,518
+1,172
+8% +$17.7K ﹤0.01% 4152
2015
Q2 		$242K Buy
15,346
+46
+0.3% +$748 ﹤0.01% 4218
2015
Q1 		$252K Buy
15,300
+947
+7% +$15.6K ﹤0.01% 4069
2014
Q4 		$232K Buy
14,353
+5,653
+65% +$96.2K ﹤0.01% 4233
2014
Q3 		$150K Sell
8,700
-233
-3% -$4.2K ﹤0.01% 4383
2014
Q2 		$166K Sell
8,933
-658
-7% -$11.9K ﹤0.01% 4287
2014
Q1 		$171K Buy
9,591
+1,691
+21% +$30.7K ﹤0.01% 4231
2013
Q4 		$142K Buy
7,900
+4,900
+163% +$87.1K ﹤0.01% 4375
2013
Q3 		$52K Buy
+3,000
New +$55.2K ﹤0.01% 4796

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 $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada's KIO Position: Q1 2026 in Review

Royal Bank of Canada reduced its KKR Income Opportunities Fund (KIO) stake by 35% in Q1 2026, selling an estimated $479K and leaving 76,943 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #3759.

Royal Bank of Canada first reported a position in KIO in Q3 2013 and has held it in 51 quarters since. The position peaked at $6.64M in Q3 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Royal Bank of Canada held 76,943 shares of KKR Income Opportunities Fund worth $846K as of Q1 2026.
  • Royal Bank of Canada sold 41,966 KKR Income Opportunities Fund shares in Q1 2026, an estimated $479K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #3759 holding.
  • Royal Bank of Canada first reported a position in KKR Income Opportunities Fund in Q3 2013 and has held it in 51 quarters since.
  • Royal Bank of Canada's KKR Income Opportunities Fund position peaked at $6.64M in Q3 2025.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.