SFG
PHK

Stonebridge Financial Group’s PIMCO High Income Fund PHK Stock Holding History

Stonebridge Financial Group’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 		$136K Buy
+29,025
New +$134K 0.02% 298

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
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
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Stonebridge Financial Group's PHK Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in PIMCO High Income Fund (PHK) in Q2 2026: 29,025 shares worth $136K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings.

132 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • Stonebridge Financial Group held 29,025 shares of PIMCO High Income Fund worth $136K as of Q2 2026.
  • PIMCO High Income Fund was a new Stonebridge Financial Group position in Q2 2026.
  • PIMCO High Income Fund made up 0.02% of Stonebridge Financial Group's portfolio in Q2 2026, its #298 holding.
  • 132 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.