Concurrent Investment Advisors’s PIMCO High Income Fund PHK Stock Holding History

Concurrent Investment Advisors’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	$50.4K	Buy	+10,815	New	+$49.8K	﹤0.01%	2065

Other funds holding PHK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's PHK Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in PIMCO High Income Fund (PHK) in Q2 2026: 10,815 shares worth $50.4K. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings.

135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

Concurrent Investment Advisors held 10,815 shares of PIMCO High Income Fund worth $50.4K as of Q2 2026.
PIMCO High Income Fund was a new Concurrent Investment Advisors position in Q2 2026.
PIMCO High Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2065 holding.
135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.