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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 136 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.
  • 136 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.