Axxcess Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

Axxcess Wealth Management’s Portfolio PHK Stock Details PHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$123K	Buy	+29,957	New	+$136K	0.01%	959

Other funds holding PHK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Axxcess Wealth Management's PHK Position: Q3 2026 in Review

Axxcess Wealth Management opened a new position in PIMCO High Income Fund (PHK) in Q3 2026: 29,957 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #959 among its holdings.

79 funds tracked by Wall St. Rank hold PHK as of Q3 2026.

Axxcess Wealth Management held 29,957 shares of PIMCO High Income Fund worth $123K as of Q3 2026.
PIMCO High Income Fund was a new Axxcess Wealth Management position in Q3 2026.
PIMCO High Income Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #959 holding.
79 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.