Future Financial Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

Future Financial Wealth Management’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	$525K	Sell	113,392 -14,361	-11%	-$66.2K	0.33%	59
2026 Q1	$598K	Sell	127,753 -2,530	-2%	-$12.2K	0.39%	53
2025 Q4	$640K	Sell	130,283 -1,713	-1%	-$8.33K	0.43%	45
2025 Q3	$659K	Sell	131,996 -1,106	-0.8%	-$5.41K	0.41%	45
2025 Q2	$639K	Buy	133,102 +123,102	+1,231%	+$582K	0.44%	47
2025 Q1	$48.9K	Hold	10,000	–	–	0.04%	241
2024 Q4	$48.6K	Hold	10,000	–	–	0.04%	241
2024 Q3	$50K	Hold	10,000	–	–	0.04%	258
2024 Q2	$48.2K	Hold	10,000	–	–	0.04%	122
2024 Q1	$49.4K	Hold	10,000	–	–	0.04%	264
2023 Q4	$49.9K	Buy	+10,000	New	+$45.4K	0.05%	111

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

Future Financial Wealth Management's PHK Position: Q2 2026 in Review

Future Financial Wealth Management reduced its PIMCO High Income Fund (PHK) stake by 11% in Q2 2026, selling an estimated $66.2K and leaving 113,392 shares worth $525K. The position accounts for 0.33% of the portfolio, ranked #59.

Future Financial Wealth Management first reported a position in PHK in Q4 2023 and has held it in 11 quarters since. The position peaked at $659K in Q3 2025. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

Future Financial Wealth Management held 113,392 shares of PIMCO High Income Fund worth $525K as of Q2 2026.
Future Financial Wealth Management sold 14,361 PIMCO High Income Fund shares in Q2 2026, an estimated $66.2K.
PIMCO High Income Fund made up 0.33% of Future Financial Wealth Management's portfolio in Q2 2026, its #59 holding.
Future Financial Wealth Management first reported a position in PIMCO High Income Fund in Q4 2023 and has held it in 11 quarters since.
Future Financial Wealth Management's PIMCO High Income Fund position peaked at $659K in Q3 2025.
135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.