Eastern Bank’s PIMCO High Income Fund PHK Stock Holding History

Eastern Bank’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	$48.9K	Hold	10,500	–	–	﹤0.01%	614
2026 Q1	$48.6K	Hold	10,500	–	–	﹤0.01%	573
2025 Q4	$51K	Hold	10,500	–	–	﹤0.01%	569
2025 Q3	$52.4K	Buy	10,500 +9,800	+1,400%	+$47.9K	﹤0.01%	548
2025 Q2	$3.36K	Hold	700	–	–	﹤0.01%	852
2025 Q1	$3.42K	Hold	700	–	–	﹤0.01%	876
2024 Q4	$3.4K	Hold	700	–	–	﹤0.01%	862
2024 Q3	$3.5K	Buy	+700	New	+$3.4K	﹤0.01%	841

Other funds holding PHK

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return