HighTower Advisors
PHK

HighTower Advisors’s PIMCO High Income Fund PHK Stock Holding History

HighTower 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 		$66.5K Sell
14,262
-11,276
-44% -$51.9K ﹤0.01% 3703
2026
Q1 		$118K Buy
25,538
+10,752
+73% +$52K ﹤0.01% 3605
2025
Q4 		$71.9K Hold
14,786
– – ﹤0.01% 3548
2025
Q3 		$73.8K Hold
14,786
– – ﹤0.01% 3584
2025
Q2 		$71K Sell
14,786
-100
-0.7% -$473 ﹤0.01% 3520
2025
Q1 		$72.8K Sell
14,886
-2,000
-12% -$9.82K ﹤0.01% 3408
2024
Q4 		$82.1K Buy
16,886
+2,000
+13% +$10K ﹤0.01% 3404
2024
Q3 		$75K Buy
+14,886
New +$72.2K ﹤0.01% 3359
2021
Q4 		– Sell
-10,445
Closed -$67K – 3427
2021
Q3 		$67K Hold
10,445
– – ﹤0.01% 2905
2021
Q2 		$71K Sell
10,445
-3,288
-24% -$22.5K ﹤0.01% 2855
2021
Q1 		$92K Sell
13,733
-9,103
-40% -$57.4K ﹤0.01% 2776
2020
Q4 		$138K Buy
22,836
+2,389
+12% +$13.6K ﹤0.01% 2291
2020
Q3 		$112K Buy
20,447
+7,934
+63% +$42.2K ﹤0.01% 2215
2020
Q2 		$66K Buy
+12,513
New +$64.8K ﹤0.01% 2179
2019
Q2 		– Sell
-12,199
Closed -$110K – 2480
2019
Q1 		$110K Buy
+12,199
New +$106K ﹤0.01% 2052
2018
Q3 		– Sell
-11,609
Closed -$97K – 2388
2018
Q2 		$97K Buy
+11,609
New +$93.7K ﹤0.01% 2008

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 22.96% 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

HighTower Advisors's PHK Position: Q2 2026 in Review

HighTower Advisors reduced its PIMCO High Income Fund (PHK) stake by 44% in Q2 2026, selling an estimated $51.9K and leaving 14,262 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3703.

HighTower Advisors first reported a position in PHK in Q2 2018 and has held it in 16 quarters since. The position peaked at $138K in Q4 2020. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • HighTower Advisors held 14,262 shares of PIMCO High Income Fund worth $66.5K as of Q2 2026.
  • HighTower Advisors sold 11,276 PIMCO High Income Fund shares in Q2 2026, an estimated $51.9K.
  • PIMCO High Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3703 holding.
  • HighTower Advisors first reported a position in PIMCO High Income Fund in Q2 2018 and has held it in 16 quarters since.
  • HighTower Advisors's PIMCO High Income Fund position peaked at $138K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.