KWM
PHK

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

Kingsview 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 		– Sell
-84,218
Closed -$390K – 1498
2026
Q1 		$390K Buy
84,218
+2,429
+3% +$11.7K 0.01% 976
2025
Q4 		$397K Sell
81,789
-17,851
-18% -$86.8K 0.01% 927
2025
Q3 		$497K Sell
99,640
-7,919
-7% -$38.7K 0.01% 803
2025
Q2 		$516K Buy
107,559
+3,163
+3% +$15K 0.01% 758
2025
Q1 		$510K Buy
104,396
+2,998
+3% +$14.7K 0.01% 719
2024
Q4 		$493K Buy
101,398
+2,634
+3% +$13.2K 0.01% 745
2024
Q3 		$494K Buy
98,764
+1,836
+2% +$8.91K 0.01% 727
2024
Q2 		$467K Buy
96,928
+2,579
+3% +$12.4K 0.01% 701
2024
Q1 		$466K Buy
94,349
+2,775
+3% +$13.7K 0.01% 684
2023
Q4 		$457K Buy
91,574
+2,414
+3% +$11K 0.01% 655
2023
Q3 		$394K Buy
89,160
+2,126
+2% +$10.4K 0.01% 686
2023
Q2 		$435K Buy
87,034
+2,574
+3% +$12.3K 0.02% 631
2023
Q1 		$403K Buy
84,460
+2,923
+4% +$14.6K 0.02% 633
2022
Q4 		$386K Sell
81,537
-14,548
-15% -$70K 0.02% 590
2022
Q3 		$447K Buy
96,085
+2,583
+3% +$13.2K 0.02% 526
2022
Q2 		$483K Sell
93,502
-33,842
-27% -$189K 0.02% 545
2022
Q1 		$736K Buy
127,344
+4,384
+4% +$25.9K 0.03% 481
2021
Q4 		$756K Buy
122,960
+75
+0.1% +$468 0.03% 477
2021
Q3 		$772K Buy
122,885
+9,024
+8% +$61K 0.04% 447
2021
Q2 		$782K Buy
113,861
+20,032
+21% +$137K 0.04% 434
2021
Q1 		$635K Buy
93,829
+63,589
+210% +$401K 0.04% 459
2020
Q4 		$183K Buy
+30,240
New +$172K 0.01% 667

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

Kingsview Wealth Management's PHK Position: Q2 2026 in Review

Kingsview Wealth Management sold out of PIMCO High Income Fund (PHK) in Q2 2026, closing a stake of 84,218 shares — an estimated $390K sold.

Kingsview Wealth Management first reported a position in PHK in Q4 2020 and held it in 22 quarters. The position peaked at $782K in Q2 2021. 136 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • Kingsview Wealth Management reported no remaining PIMCO High Income Fund position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 84,218 PIMCO High Income Fund shares in Q2 2026, an estimated $390K.
  • Kingsview Wealth Management first reported a position in PIMCO High Income Fund in Q4 2020 and held it in 22 quarters.
  • Kingsview Wealth Management's PIMCO High Income Fund position peaked at $782K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.