LCA
PHK

Legend Capital Advisors’s PIMCO High Income Fund PHK Stock Holding History

Legend Capital 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 		$542K Buy
116,357
+2,679
+2% +$12.3K 0.3% 35
2026
Q1 		$526K Buy
+113,678
New +$550K 0.33% 33

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

Legend Capital Advisors's PHK Position: Q2 2026 in Review

Legend Capital Advisors increased its PIMCO High Income Fund (PHK) stake by 2.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 116,357 shares worth $542K. The position accounts for 0.3% of the portfolio, ranked #35.

Legend Capital Advisors first reported a position in PHK in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • Legend Capital Advisors held 116,357 shares of PIMCO High Income Fund worth $542K as of Q2 2026.
  • Legend Capital Advisors bought 2,679 PIMCO High Income Fund shares in Q2 2026, an estimated $12.3K.
  • PIMCO High Income Fund made up 0.3% of Legend Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Legend Capital Advisors first reported a position in PIMCO High Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.