SFP
PHK

Strategic Financial Partners’s PIMCO High Income Fund PHK Stock Holding History

Strategic Financial Partners’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 		$92.8K Buy
19,912
+5,647
+40% +$26K 0.04% 88
2026
Q1 		$66K Buy
14,265
+327
+2% +$1.58K 0.03% 81
2025
Q4 		$67.7K Buy
+13,938
New +$67.8K 0.03% 83

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Strategic Financial Partners's PHK Position: Q2 2026 in Review

Strategic Financial Partners increased its PIMCO High Income Fund (PHK) stake by 40% in Q2 2026, buying an estimated $26K and bringing the position to 19,912 shares worth $92.8K. The position accounts for 0.04% of the portfolio, ranked #88.

Strategic Financial Partners first reported a position in PHK in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • Strategic Financial Partners held 19,912 shares of PIMCO High Income Fund worth $92.8K as of Q2 2026.
  • Strategic Financial Partners bought 5,647 PIMCO High Income Fund shares in Q2 2026, an estimated $26K.
  • PIMCO High Income Fund made up 0.04% of Strategic Financial Partners's portfolio in Q2 2026, its #88 holding.
  • Strategic Financial Partners first reported a position in PIMCO High Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.