SWIM
PHK

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

Smallwood Wealth Investment 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 		$12.1K Sell
2,586
-258
-9% -$1.19K 0.01% 317
2026
Q1 		$13.2K Buy
2,844
+58
+2% +$280 0.01% 304
2025
Q4 		$13.5K Buy
2,786
+56
+2% +$272 0.01% 285
2025
Q3 		$13.6K Sell
2,730
-404
-13% -$1.98K 0.01% 294
2025
Q2 		$15K Buy
3,134
+67
+2% +$317 0.01% 278
2025
Q1 		$15K Buy
+3,067
New +$15.1K 0.01% 282

Other funds holding PHK

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Smallwood Wealth Investment Management's PHK Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its PIMCO High Income Fund (PHK) stake by 9.1% in Q2 2026, selling an estimated $1.19K and leaving 2,586 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #317.

Smallwood Wealth Investment Management first reported a position in PHK in Q1 2025 and has held it in 6 quarters since. The position peaked at $15K in Q2 2025. 40 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,586 shares of PIMCO High Income Fund worth $12.1K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 258 PIMCO High Income Fund shares in Q2 2026, an estimated $1.19K.
  • PIMCO High Income Fund made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #317 holding.
  • Smallwood Wealth Investment Management first reported a position in PIMCO High Income Fund in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's PIMCO High Income Fund position peaked at $15K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.