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

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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. 21 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.
  • 21 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.