SW
KIO

SVB Wealth’s KKR Income Opportunities Fund KIO Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,149
Closed -$26.4K – 1097
2025
Q1 		$26.4K Buy
+2,149
New +$27.3K ﹤0.01% 698

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SVB Wealth's KIO Position: Q2 2025 in Review

SVB Wealth sold out of KKR Income Opportunities Fund (KIO) in Q2 2025, closing a stake of 2,149 shares — an estimated $26.4K sold.

SVB Wealth first reported a position in KIO in Q1 2025 and held it in 1 quarter. The position peaked at $26.4K in Q1 2025. 95 funds tracked by Wall St. Rank hold KIO as of Q2 2025.

  • SVB Wealth reported no remaining KKR Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,149 KKR Income Opportunities Fund shares in Q2 2025, an estimated $26.4K.
  • SVB Wealth first reported a position in KKR Income Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's KKR Income Opportunities Fund position peaked at $26.4K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.