HWA
PHK

HHM Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History

HHM Wealth Advisors’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 		$9.45K Hold
2,027
– – ﹤0.01% 636
2026
Q1 		$9.39K Hold
2,027
– – ﹤0.01% 654
2025
Q4 		$9.85K Hold
2,027
– – ﹤0.01% 621
2025
Q3 		$10.1K Hold
2,027
– – ﹤0.01% 636
2025
Q2 		$9.73K Hold
2,027
– – ﹤0.01% 614
2025
Q1 		$9.91K Hold
2,027
– – ﹤0.01% 593
2024
Q4 		$9.85K Hold
2,027
– – ﹤0.01% 592
2024
Q3 		$10.1K Hold
2,027
– – ﹤0.01% 560
2024
Q2 		$9.77K Hold
2,027
– – ﹤0.01% 548
2024
Q1 		$10K Hold
2,027
– – ﹤0.01% 521
2023
Q4 		$10.1K Hold
2,027
– – ﹤0.01% 511
2023
Q3 		$8.96K Hold
2,027
– – ﹤0.01% 523
2023
Q2 		$10.1K Hold
2,027
– – ﹤0.01% 527
2023
Q1 		$9.67K Hold
2,027
– – ﹤0.01% 535
2022
Q4 		$9.59K Hold
2,027
– – ﹤0.01% 457
2022
Q3 		$9K Hold
2,027
– – ﹤0.01% 460
2022
Q2 		$10K Buy
+2,027
New +$11.3K ﹤0.01% 544

Other funds holding PHK

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

HHM Wealth Advisors's PHK Position: Q2 2026 in Review

HHM Wealth Advisors held its PIMCO High Income Fund (PHK) position steady in Q2 2026 at 2,027 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

HHM Wealth Advisors first reported a position in PHK in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.1K in Q3 2024. 40 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • HHM Wealth Advisors held 2,027 shares of PIMCO High Income Fund worth $9.45K as of Q2 2026.
  • HHM Wealth Advisors left its PIMCO High Income Fund share count unchanged in Q2 2026.
  • PIMCO High Income Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #636 holding.
  • HHM Wealth Advisors first reported a position in PIMCO High Income Fund in Q2 2022 and has held it in 17 quarters since.
  • HHM Wealth Advisors's PIMCO High Income Fund position peaked at $10.1K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.