Position in KIO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$413,500
+$9,855 QoQ
Shares Held
36,723
+0.1% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $200,793,081 across 80 Asset Management names. KIO ranks #38 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
303,289 | $35,688,016 | |
| 2 | APO |
Apollo Global Management, Inc.
|
215,221 | $25,462,796 | |
| 3 | ARCC |
Ares Capital Corp
|
1,186,676 | $21,989,106 | |
| 4 | KKR |
KKR & Co. Inc.
|
198,246 | $18,195,017 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
1,550,470 | $16,853,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
1,379,124 | $14,273,933 | |
| 7 | BLK |
BlackRock, Inc.
|
10,150 | $9,759,834 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
676,632 | $9,682,603 |
All Filings in KIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,500 | 36,723 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $403,645 | 36,695 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $424,982 | 36,668 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $398,701 | 31,643 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $397,159 | 31,621 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $330,011 | 26,852 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $359,279 | 26,852 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $381,575 | 25,852 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $258,971 | 18,903 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $255,946 | 18,903 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $237,610 | 18,903 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $226,079 | 18,903 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $219,463 | 18,903 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $207,554 | 18,903 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $208,122 | 18,903 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $216,250 | 18,903 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $220,030 | 18,903 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $302,380 | 20,955 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $354,558 | 20,955 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $343,242 | 20,955 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $349,529 | 20,955 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $431,095 | 27,250 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $393,217 | 27,250 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $368,692 | 27,250 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $335,720 | 27,250 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $290,485 | 27,250 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||