SWM
PHK

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

SHP 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
Q1 		$1.8K Hold
389
– – ﹤0.01% 1306
2025
Q4 		$1.89K Buy
+389
New +$1.89K ﹤0.01% 1144

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 $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's PHK Position: Q1 2026 in Review

SHP Wealth Management held its PIMCO High Income Fund (PHK) position steady in Q1 2026 at 389 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

SHP Wealth Management first reported a position in PHK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.89K in Q4 2025. 130 funds tracked by Wall St. Rank hold PHK as of Q1 2026.

  • SHP Wealth Management held 389 shares of PIMCO High Income Fund worth $1.8K as of Q1 2026.
  • SHP Wealth Management left its PIMCO High Income Fund share count unchanged in Q1 2026.
  • PIMCO High Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1306 holding.
  • SHP Wealth Management first reported a position in PIMCO High Income Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's PIMCO High Income Fund position peaked at $1.89K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.