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Verity Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Verity Asset 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
2025
Q4 		– Sell
-15,436
Closed -$194K – 246
2025
Q3 		$194K Buy
15,436
+3,499
+29% +$44.1K 0.06% 219
2025
Q2 		$150K Sell
11,937
-8,259
-41% -$98.9K 0.07% 198
2025
Q1 		$248K Buy
20,196
+2,674
+15% +$34K 0.1% 161
2024
Q4 		$234K Buy
17,522
+2,492
+17% +$34.4K 0.13% 165
2024
Q3 		$222K Sell
15,030
-2,892
-16% -$41.3K 0.08% 190
2024
Q2 		$246K Sell
17,922
-444
-2% -$5.96K 0.1% 165
2024
Q1 		$249K Sell
18,366
-624
-3% -$8.11K 0.14% 168
2023
Q4 		$239K Sell
18,990
-841
-4% -$10K 0.15% 157
2023
Q3 		$237K Buy
19,831
+1,499
+8% +$17.9K 0.17% 145
2023
Q2 		$213K Buy
18,332
+1,570
+9% +$17.6K 0.16% 162
2023
Q1 		$184K Buy
+16,762
New +$189K 0.11% 165

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Verity Asset Management's KIO Position: Q4 2025 in Review

Verity Asset Management sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 15,436 shares — an estimated $194K sold.

Verity Asset Management first reported a position in KIO in Q1 2023 and held it in 11 quarters. The position peaked at $249K in Q1 2024. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

  • Verity Asset Management reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Verity Asset Management sold 15,436 KKR Income Opportunities Fund shares in Q4 2025, an estimated $194K.
  • Verity Asset Management first reported a position in KKR Income Opportunities Fund in Q1 2023 and held it in 11 quarters.
  • Verity Asset Management's KKR Income Opportunities Fund position peaked at $249K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Verity Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.