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Founders Financial Alliance’s PIMCO High Income Fund PHK Stock Holding History

Founders Financial Alliance’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 		– Sell
-73,759
Closed -$358K – 749
2025
Q4 		$358K Sell
73,759
-566
-0.8% -$2.75K 0.07% 249
2025
Q3 		$371K Buy
74,325
+4,806
+7% +$23.5K 0.07% 251
2025
Q2 		$334K Sell
69,519
-2,388
-3% -$11.3K 0.08% 236
2025
Q1 		$352K Buy
71,907
+7,020
+11% +$34.5K 0.09% 225
2024
Q4 		$315K Buy
64,887
+2,362
+4% +$11.9K 0.09% 212
2024
Q3 		$313K Buy
62,525
+10,434
+20% +$50.6K 0.09% 212
2024
Q2 		$251K Buy
52,091
+14,306
+38% +$68.9K 0.07% 234
2024
Q1 		$187K Sell
37,785
-16,474
-30% -$81.1K 0.06% 270
2023
Q4 		$271K Buy
54,259
+32,803
+153% +$149K 0.11% 196
2023
Q3 		$94.8K Buy
+21,456
New +$105K 0.04% 273

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Founders Financial Alliance's PHK Position: Q1 2026 in Review

Founders Financial Alliance sold out of PIMCO High Income Fund (PHK) in Q1 2026, closing a stake of 73,759 shares — an estimated $358K sold.

Founders Financial Alliance first reported a position in PHK in Q3 2023 and held it in 10 quarters. The position peaked at $371K in Q3 2025. 131 funds tracked by Wall St. Rank hold PHK as of Q1 2026.

  • Founders Financial Alliance reported no remaining PIMCO High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 73,759 PIMCO High Income Fund shares in Q1 2026, an estimated $358K.
  • Founders Financial Alliance first reported a position in PIMCO High Income Fund in Q3 2023 and held it in 10 quarters.
  • Founders Financial Alliance's PIMCO High Income Fund position peaked at $371K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.