PFA
PHK

Presper Financial Architects’s PIMCO High Income Fund PHK Stock Holding History

Presper Financial Architects’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
Q1 		– Sell
-72,543
Closed -$353K – 58
2025
Q4 		$353K Sell
72,543
-41,494
-36% -$202K 0.2% 36
2025
Q3 		$569K Buy
114,037
+1,690
+2% +$8.27K 0.33% 27
2025
Q2 		$539K Buy
+112,347
New +$531K 0.4% 26

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Presper Financial Architects's PHK Position: Q1 2026 in Review

Presper Financial Architects sold out of PIMCO High Income Fund (PHK) in Q1 2026, closing a stake of 72,543 shares — an estimated $353K sold.

Presper Financial Architects first reported a position in PHK in Q2 2025 and held it in 3 quarters. The position peaked at $569K in Q3 2025. 130 funds tracked by Wall St. Rank hold PHK as of Q1 2026.

  • Presper Financial Architects reported no remaining PIMCO High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Presper Financial Architects sold 72,543 PIMCO High Income Fund shares in Q1 2026, an estimated $353K.
  • Presper Financial Architects first reported a position in PIMCO High Income Fund in Q2 2025 and held it in 3 quarters.
  • Presper Financial Architects's PIMCO High Income Fund position peaked at $569K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2026.

Based on Presper Financial Architects's 13F filing for Q1 2026, filed 29 Apr 2026.