WELLS FARGO & COMPANY/MN
Position in KIO — KKR Income Opportunities Fund
CIK 72971
SAN FRANCISCO, CA
Position in KIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,175,659
-$238,947 QoQ
Shares Held
548,460
-5.9% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. KIO ranks #147 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,504,990 | $2,408,698,182 | |
| 2 | BX |
Blackstone Inc.
|
6,396,724 | $752,702,511 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,023,020 | $185,672,773 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,550,234 | $183,408,181 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,504,120 | $106,650,469 | |
| 6 | ARCC |
Ares Capital Corp
|
4,437,109 | $82,219,628 | |
| 7 | PFG |
Principal Financial Group Inc
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in KIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,175,659 | 548,460 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,414,606 | 583,146 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,619,094 | 571,104 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,686,075 | 530,641 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,201,606 | 254,905 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,596,139 | 211,240 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,185,288 | 163,325 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,855,198 | 125,691 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,756,764 | 128,231 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,756,380 | 129,718 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,462,694 | 116,364 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,398,183 | 116,905 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,397,344 | 120,357 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,313,470 | 119,624 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,069,896 | 97,175 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $950,240 | 83,063 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,104,798 | 94,914 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,345,741 | 93,260 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,630,359 | 96,357 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,594,609 | 97,351 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,794,267 | 107,570 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,692,438 | 106,981 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,622,032 | 112,407 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,835,682 | 135,675 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,787,295 | 469,748 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,028,886 | 471,753 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||