B. Riley Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70.2K | Buy |
15,135
+53
| +0.4% | +$244 | ﹤0.01% | 851 |
|
|
2026
Q1 | $67K | Buy |
15,082
+51
| +0.3% | +$247 | ﹤0.01% | 807 |
|
|
2025
Q4 | $73.1K | Buy |
15,031
+48
| +0.3% | +$234 | ﹤0.01% | 956 |
|
|
2025
Q3 | $74.8K | Buy |
14,983
+48
| +0.3% | +$235 | ﹤0.01% | 982 |
|
|
2025
Q2 | $71.7K | Buy |
14,935
+1,112
| +8% | +$5.26K | ﹤0.01% | 976 |
|
|
2025
Q1 | $67.6K | Buy |
13,823
+44
| +0.3% | +$216 | ﹤0.01% | 1247 |
|
|
2024
Q4 | $67.6K | Buy |
13,779
+42
| +0.3% | +$211 | ﹤0.01% | 1116 |
|
|
2024
Q3 | $69.5K | Buy |
13,737
+42
| +0.3% | +$204 | ﹤0.01% | 1224 |
|
|
2024
Q2 | $66.7K | Sell |
13,695
-2,379
| -15% | -$11.5K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $71.8K | Buy |
+16,074
| New | +$79.1K | ﹤0.01% | 1381 |
|
|
2023
Q4 | – | Sell |
-16,074
| Closed | -$71.8K | – | 1485 |
|
|
2023
Q3 | $71.8K | Buy |
16,074
+36
| +0.2% | +$176 | ﹤0.01% | 1381 |
|
|
2023
Q2 | $81K | Sell |
16,038
-1,378
| -8% | -$6.58K | ﹤0.01% | 1456 |
|
|
2023
Q1 | $83.9K | Sell |
17,416
-7,510
| -30% | -$37.6K | ﹤0.01% | 1400 |
|
|
2022
Q4 | $119K | Buy |
24,926
+5,551
| +29% | +$26.7K | ﹤0.01% | 1339 |
|
|
2022
Q3 | $91K | Buy |
19,375
+87
| +0.5% | +$445 | ﹤0.01% | 1333 |
|
|
2022
Q2 | $100K | Buy |
19,288
+8,518
| +79% | +$47.6K | ﹤0.01% | 1128 |
|
|
2022
Q1 | $63K | Buy |
10,770
+215
| +2% | +$1.27K | ﹤0.01% | 1325 |
|
|
2021
Q4 | $65K | Buy |
+10,555
| New | +$65.8K | ﹤0.01% | 1364 |
|
|
2021
Q2 | – | Sell |
-10,329
| Closed | -$70K | – | 1435 |
|
|
2021
Q1 | $70K | Sell |
10,329
-88
| -0.8% | -$555 | ﹤0.01% | 1313 |
|
|
2020
Q4 | $64K | Buy |
+10,417
| New | +$59.3K | ﹤0.01% | 1008 |
|
|
2019
Q1 | – | Sell |
-11,678
| Closed | -$94K | – | 768 |
|
|
2018
Q4 | $94K | Sell |
11,678
-199
| -2% | -$1.62K | 0.01% | 621 |
|
|
2018
Q3 | $100K | Buy |
11,877
+20
| +0.2% | +$174 | 0.01% | 689 |
|
|
2018
Q2 | $100K | Sell |
11,857
-141
| -1% | -$1.14K | 0.01% | 647 |
|
|
2018
Q1 | $91K | Sell |
11,998
-1,704
| -12% | -$12.9K | 0.01% | 632 |
|
|
2017
Q4 | $103K | Sell |
13,702
-132
| -1% | -$1.01K | 0.01% | 611 |
|
|
2017
Q3 | $116K | Buy |
+13,834
| New | +$118K | 0.02% | 518 |
|
|
2016
Q4 | – | Sell |
-11,817
| Closed | -$118K | – | 612 |
|
|
2016
Q3 | $118K | Buy |
11,817
+1,001
| +9% | +$9.95K | 0.02% | 571 |
|
|
2016
Q2 | $106K | Buy |
+10,816
| New | +$102K | 0.02% | 569 |
|
|
2015
Q1 | – | Sell |
-4,835
| Closed | -$54K | – | 1588 |
|
|
2014
Q4 | $54K | Buy |
+4,835
| New | +$58.2K | ﹤0.01% | 2051 |
|
|
2014
Q3 | – | Sell |
-9,731
| Closed | -$133K | – | 1543 |
|
|
2014
Q2 | $133K | Sell |
9,731
-7,662
| -44% | -$99.8K | 0.03% | 606 |
|
|
2014
Q1 | $218K | Sell |
17,393
-10,499
| -38% | -$129K | 0.07% | 358 |
|
|
2013
Q4 | $325K | Sell |
27,892
-8,821
| -24% | -$105K | 0.1% | 224 |
|
|
2013
Q3 | $438K | Sell |
36,713
-9,524
| -21% | -$112K | 0.15% | 161 |
|
|
2013
Q2 | $541K | Buy |
+46,237
| New | +$563K | 0.18% | 140 |
|
Other funds holding PHK
GC
B. Riley Wealth Advisors's PHK Position: Q2 2026 in Review
B. Riley Wealth Advisors increased its PIMCO High Income Fund (PHK) stake by 0.35% in Q2 2026, buying an estimated $244 and bringing the position to 15,135 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #851.
B. Riley Wealth Advisors first reported a position in PHK in Q2 2013 and has held it in 34 quarters since. The position peaked at $541K in Q2 2013. 136 funds tracked by Wall St. Rank hold PHK as of Q2 2026.
- B. Riley Wealth Advisors held 15,135 shares of PIMCO High Income Fund worth $70.2K as of Q2 2026.
- B. Riley Wealth Advisors bought 53 PIMCO High Income Fund shares in Q2 2026, an estimated $244.
- PIMCO High Income Fund made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #851 holding.
- B. Riley Wealth Advisors first reported a position in PIMCO High Income Fund in Q2 2013 and has held it in 34 quarters since.
- B. Riley Wealth Advisors's PIMCO High Income Fund position peaked at $541K in Q2 2013.
- 136 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.