Cornerstone Planning Group
PHK icon

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
Q3 		– Sell
-6,404
Closed -$29.8K – 1259
2026
Q2 		$29.8K Buy
6,404
+64
+1% +$295 ﹤0.01% 548
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

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Planning Group's PHK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of PIMCO High Income Fund (PHK) in Q3 2026, closing a stake of 6,404 shares — an estimated $29.8K sold.

Cornerstone Planning Group first reported a position in PHK in Q3 2025 and held it in 4 quarters. The position peaked at $31.1K in Q4 2025. 29 funds tracked by Wall St. Rank hold PHK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining PIMCO High Income Fund position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 6,404 PIMCO High Income Fund shares in Q3 2026, an estimated $29.8K.
  • Cornerstone Planning Group first reported a position in PIMCO High Income Fund in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's PIMCO High Income Fund position peaked at $31.1K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.