BHWM
PHK

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

Beaird Harris 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
Q2 		$4.79K Buy
+1,027
New +$4.73K ﹤0.01% 450
2024
Q3 		– Sell
-416
Closed -$2.01K – 661
2024
Q2 		$2.01K Buy
+416
New +$2K ﹤0.01% 533

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Beaird Harris Wealth Management's PHK Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in PIMCO High Income Fund (PHK) in Q2 2026: 1,027 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in PHK as recently as Q2 2024.

Beaird Harris Wealth Management first reported a position in PHK in Q2 2024 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • Beaird Harris Wealth Management held 1,027 shares of PIMCO High Income Fund worth $4.79K as of Q2 2026.
  • PIMCO High Income Fund was a new Beaird Harris Wealth Management position in Q2 2026.
  • PIMCO High Income Fund made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Beaird Harris Wealth Management first reported a position in PIMCO High Income Fund in Q2 2024 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.