CPG
PHK

Cornerstone Planning Group’s PIMCO High Income Fund PHK Stock Holding History

Cornerstone Planning Group’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
Q1 		$29.6K Buy
6,340
+61
+1% +$295 ﹤0.01% 549
2025
Q4 		$31.1K Buy
6,279
+6,259
+31,295% +$30.4K ﹤0.01% 465
2025
Q3 		$1.79K Buy
+20
New +$98 ﹤0.01% 1186

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Planning Group's PHK Position: Q1 2026 in Review

Cornerstone Planning Group increased its PIMCO High Income Fund (PHK) stake by 0.97% in Q1 2026, buying an estimated $295 and bringing the position to 6,340 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Cornerstone Planning Group first reported a position in PHK in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.1K in Q4 2025. 130 funds tracked by Wall St. Rank hold PHK as of Q1 2026.

  • Cornerstone Planning Group held 6,340 shares of PIMCO High Income Fund worth $29.6K as of Q1 2026.
  • Cornerstone Planning Group bought 61 PIMCO High Income Fund shares in Q1 2026, an estimated $295.
  • PIMCO High Income Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #549 holding.
  • Cornerstone Planning Group first reported a position in PIMCO High Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's PIMCO High Income Fund position peaked at $31.1K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.