Raymond James Financial
PHT

Raymond James Financial’s Pioneer High Income Fund PHT Stock Holding History

Raymond James Financial’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38,349
Closed -$310K – 6254
2025
Q2 		$310K Buy
38,349
+1,112
+3% +$8.61K ﹤0.01% 4274
2025
Q1 		$288K Sell
37,237
-193
-0.5% -$1.51K ﹤0.01% 4239
2024
Q4 		$290K Buy
+37,430
New +$294K ﹤0.01% 4198

Other funds holding PHT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial's PHT Position: Q3 2025 in Review

Raymond James Financial sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 38,349 shares — an estimated $310K sold.

Raymond James Financial first reported a position in PHT in Q4 2024 and held it in 3 quarters. The position peaked at $310K in Q2 2025. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • Raymond James Financial reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 38,349 Pioneer High Income Fund shares in Q3 2025, an estimated $310K.
  • Raymond James Financial first reported a position in Pioneer High Income Fund in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Pioneer High Income Fund position peaked at $310K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.